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Lehman Financial Resources’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-400
Closed -$22K – 313
2015
Q3 		$22K Hold
400
– – 0.01% 237
2015
Q2 		$22K Hold
400
– – 0.01% 246
2015
Q1 		$23K Hold
400
– – 0.01% 239
2014
Q4 		$23K Hold
400
– – 0.01% 225
2014
Q3 		$23K Hold
400
– – 0.01% 221
2014
Q2 		$23K Hold
400
– – 0.01% 216
2014
Q1 		$23K Hold
400
– – 0.01% 204
2013
Q4 		$22K Hold
400
– – 0.01% 208
2013
Q3 		$23K Hold
400
– – 0.01% 192
2013
Q2 		$23K Buy
+400
New +$23.8K 0.02% 163

Other funds holding TIPZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lehman Financial Resources's TIPZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2015, closing a stake of 400 shares — an estimated $22K sold.

Lehman Financial Resources first reported a position in TIPZ in Q2 2013 and held it in 10 quarters. The position peaked at $23K in Q1 2015. 20 funds tracked by Wall St. Rank hold TIPZ as of Q4 2015.

  • Lehman Financial Resources reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 400 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2015, an estimated $22K.
  • Lehman Financial Resources first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $23K in Q1 2015.
  • 20 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.