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Knowledge Leaders Capital’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Knowledge Leaders Capital’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,474
Closed -$235K – 30
2019
Q3 		$235K Sell
4,474
-1,361
-23% -$71.4K 0.89% 17
2019
Q2 		$307K Buy
5,835
+99
+2% +$5.15K 1.35% 18
2019
Q1 		$297K Buy
+5,736
New +$294K 1.26% 20

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Knowledge Leaders Capital sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2019, closing a stake of 4,474 shares — an estimated $235K sold.

Knowledge Leaders Capital first reported a position in STPZ in Q1 2019 and held it in 3 quarters. The position peaked at $307K in Q2 2019. 94 funds tracked by Wall St. Rank hold STPZ as of Q4 2019.

  • Knowledge Leaders Capital reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • Knowledge Leaders Capital sold 4,474 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $235K.
  • Knowledge Leaders Capital first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 3 quarters.
  • Knowledge Leaders Capital's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $307K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held PIMCO 1-5 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.