Ledyard National Bank’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-400	Closed	-$20K	–	581
2018 Q4	$20K	Hold	400	–	–	﹤0.01%	521
2018 Q3	$21K	Hold	400	–	–	﹤0.01%	520
2018 Q2	$21K	Hold	400	–	–	﹤0.01%	526
2018 Q1	$21K	Hold	400	–	–	﹤0.01%	550
2017 Q4	$21K	Hold	400	–	–	﹤0.01%	567
2017 Q3	$21K	Hold	400	–	–	﹤0.01%	561
2017 Q2	$21K	Buy	+400	New	+$21K	﹤0.01%	520
2015 Q4	–	Sell	-449	Closed	-$23K	–	713
2015 Q3	$23K	Hold	449	–	–	﹤0.01%	392
2015 Q2	$23K	Hold	449	–	–	﹤0.01%	402
2015 Q1	$23K	Hold	449	–	–	﹤0.01%	392
2014 Q4	$23K	Sell	449 -6,800	-94%	-$356K	﹤0.01%	399
2014 Q3	$381K	Buy	7,249 +6,800	+1,514%	+$362K	0.07%	121
2014 Q2	$24K	Hold	449	–	–	﹤0.01%	350
2014 Q1	$24K	Hold	449	–	–	﹤0.01%	338
2013 Q4	$24K	Sell	449 -235	-34%	-$12.5K	﹤0.01%	349
2013 Q3	$36K	Sell	684 -3,740	-85%	-$198K	0.01%	255
2013 Q2	$233K	Buy	+4,424	New	+$237K	0.04%	128

Other funds holding STPZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return