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Ladenburg Thalmann Financial Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$539K Buy
9,003
+1,700
+23% +$102K ﹤0.01% 1753
2019
Q3 		$439K Buy
7,303
+349
+5% +$20.9K ﹤0.01% 1868
2019
Q2 		$414K Hold
6,954
– – ﹤0.01% 1899
2019
Q1 		$403K Buy
6,954
+2,733
+65% +$155K ﹤0.01% 1854
2018
Q4 		$237K Sell
4,221
-3,463
-45% -$194K ﹤0.01% 2108
2018
Q3 		$436K Buy
7,684
+563
+8% +$32.2K ﹤0.01% 1715
2018
Q2 		$411K Hold
7,121
– – ﹤0.01% 1694
2018
Q1 		$411K Hold
7,121
– – ﹤0.01% 1694
2017
Q4 		$415K Buy
7,121
+303
+4% +$17.6K ﹤0.01% 1676
2017
Q3 		$394K Buy
6,818
+2,375
+53% +$138K ﹤0.01% 1621
2017
Q2 		$256K Sell
4,443
-2,475
-36% -$144K ﹤0.01% 1843
2017
Q1 		$402K Buy
6,918
+2,575
+59% +$149K 0.01% 1442
2016
Q4 		$249K Buy
4,343
+681
+19% +$39.6K ﹤0.01% 1663
2016
Q3 		$218K Sell
3,662
-205
-5% -$12.1K ﹤0.01% 1707
2016
Q2 		$228K Buy
3,867
+206
+6% +$12K ﹤0.01% 1598
2016
Q1 		$212K Hold
3,661
– – ﹤0.01% 1573
2015
Q4 		$202K Sell
3,661
-208
-5% -$11.6K ﹤0.01% 1572
2015
Q3 		$215K Hold
3,869
– – ﹤0.01% 1444
2015
Q2 		$220K Buy
3,869
+208
+6% +$11.9K ﹤0.01% 1545
2015
Q1 		$211K Hold
3,661
– – ﹤0.01% 1539
2014
Q4 		$208K Buy
+3,661
New +$209K ﹤0.01% 1407
2014
Q1 		– Sell
-130
Closed -$7K – 3850
2013
Q4 		$7K Hold
130
– – ﹤0.01% 3119
2013
Q3 		$7K Hold
130
– – ﹤0.01% 3042
2013
Q2 		$7K Buy
+130
New +$7.75K ﹤0.01% 2911

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TIPZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 23% in Q4 2019, buying an estimated $102K and bringing the position to 9,003 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Ladenburg Thalmann Financial Services first reported a position in TIPZ in Q2 2013 and has held it in 24 quarters since. 26 funds tracked by Wall St. Rank hold TIPZ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 9,003 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $539K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,700 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $102K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1753 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 24 quarters since.
  • 26 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.