Knowledge Leaders Capital’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Knowledge Leaders Capital’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,256	Closed	-$239K	–	29
2019 Q3	$239K	Sell	3,256 -4,697	-59%	-$340K	0.9%	16
2019 Q2	$553K	Buy	7,953 +92	+1%	+$6.18K	2.44%	16
2019 Q1	$523K	Buy	+7,861	New	+$501K	2.22%	17
2018 Q2	–	Sell	-7,947	Closed	-$533K	–	35
2018 Q1	$533K	Buy	7,947 +2,893	+57%	+$193K	0.48%	24
2017 Q4	$350K	Buy	5,054 +2,487	+97%	+$168K	0.28%	28
2017 Q3	$170K	Buy	+2,567	New	+$170K	0.08%	27

Other funds holding LTPZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Knowledge Leaders Capital's LTPZ Position: Q4 2019 in Review

Knowledge Leaders Capital sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2019, closing a stake of 3,256 shares — an estimated $239K sold.

Knowledge Leaders Capital first reported a position in LTPZ in Q3 2017 and held it in 6 quarters. The position peaked at $553K in Q2 2019. 46 funds tracked by Wall St. Rank hold LTPZ as of Q4 2019.

Knowledge Leaders Capital reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Knowledge Leaders Capital sold 3,256 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $239K.
Knowledge Leaders Capital first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 6 quarters.
Knowledge Leaders Capital's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $553K in Q2 2019.
46 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Knowledge Leaders Capital's 13F filing for Q4 2019, filed 29 Jan 2020.