Levitt Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Levitt Capital Management’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 Q2	$807K	Buy	+15,070	New	+$804K	1.93%	16

Other funds holding STPZ

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Levitt Capital Management's STPZ Position: Q2 2014 in Review

Levitt Capital Management opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2014: 15,070 shares worth $807K. The stake represents 1.93% of the portfolio and ranks #16 among its holdings.

80 funds tracked by Wall St. Rank hold STPZ as of Q2 2014.

Levitt Capital Management held 15,070 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $807K as of Q2 2014.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Levitt Capital Management position in Q2 2014.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 1.93% of Levitt Capital Management's portfolio in Q2 2014, its #16 holding.
80 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.