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Lenox Wealth Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Lenox Wealth Advisors’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
2020
Q4 		– Sell
-7
Closed -$1K – 649
2020
Q3 		$1K Hold
7
– – ﹤0.01% 556
2020
Q2 		$1K Hold
7
– – ﹤0.01% 562
2020
Q1 		$1K Buy
+7
New +$533 ﹤0.01% 700

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AIP
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WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's LTPZ Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in LTPZ in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 69 funds tracked by Wall St. Rank hold LTPZ as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 7 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 3 quarters.
  • Lenox Wealth Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.