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Lenox Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Lenox Wealth Advisors’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
2014
Q1 		– Sell
-252
Closed -$13K – 316
2013
Q4 		$13K Buy
+252
New +$13.4K 0.01% 148

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Advisors's STPZ Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2014, closing a stake of 252 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in STPZ in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 93 funds tracked by Wall St. Rank hold STPZ as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 252 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2014, an estimated $13K.
  • Lenox Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $13K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.