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Live Your Vision’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Live Your Vision’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 		$63K Sell
1,224
-8,848
-88% -$454K 0.02% 115
2018
Q4 		$515K Sell
10,072
-84,748
-89% -$4.32M 0.17% 51
2018
Q3 		$4.87M Buy
94,820
+1,064
+1% +$54.7K 1.55% 17
2018
Q2 		$4.84M Buy
93,756
+1,232
+1% +$63.7K 1.6% 17
2018
Q1 		$4.79M Buy
92,524
+1,148
+1% +$59.5K 1.62% 18
2017
Q4 		$4.74M Buy
91,376
+3,729
+4% +$194K 1.59% 17
2017
Q3 		$4.58M Buy
87,647
+3,456
+4% +$180K 1.63% 17
2017
Q2 		$4.39M Buy
84,191
+853
+1% +$44.7K 1.64% 17
2017
Q1 		$4.4M Buy
83,338
+5,872
+8% +$309K 1.72% 20
2016
Q4 		$4.07M Buy
77,466
+977
+1% +$51.2K 1.73% 19
2016
Q3 		$4.03M Buy
76,489
+691
+0.9% +$36.3K 1.72% 21
2016
Q2 		$4M Buy
75,798
+1,147
+2% +$60.1K 1.83% 19
2016
Q1 		$3.91M Sell
74,651
-1,141
-2% -$58.9K 1.85% 19
2015
Q4 		$3.89M Sell
75,792
-1,575
-2% -$81K 1.87% 20
2015
Q3 		$3.99M Buy
77,367
+2,176
+3% +$113K 1.88% 21
2015
Q2 		$3.92M Sell
75,191
-233
-0.3% -$12.2K 1.82% 22
2015
Q1 		$3.92M Sell
75,424
-33,460
-31% -$1.74M 1.86% 21
2014
Q4 		$5.64M Sell
108,884
-18,254
-14% -$956K 2.81% 10
2014
Q3 		$6.7M Buy
127,138
+4,364
+4% +$232K 3.53% 9
2014
Q2 		$6.58M Sell
122,774
-2,211
-2% -$118K 3.45% 11
2014
Q1 		$6.62M Sell
124,985
-452
-0.4% -$24K 3.5% 12
2013
Q4 		$6.63M Buy
125,437
+655
+0.5% +$34.8K 3.66% 12
2013
Q3 		$6.62M Sell
124,782
-1,890
-1% -$100K 3.81% 12
2013
Q2 		$6.71M Buy
+126,672
New +$6.79M 4.01% 12

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GA
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
SB
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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Live Your Vision's STPZ Position: Q1 2019 in Review

Live Your Vision reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 88% in Q1 2019, selling an estimated $454K and leaving 1,224 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #115.

Live Your Vision first reported a position in STPZ in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.71M in Q2 2013. 110 funds tracked by Wall St. Rank hold STPZ as of Q1 2019.

  • Live Your Vision held 1,224 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $63K as of Q1 2019.
  • Live Your Vision sold 8,848 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $454K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Live Your Vision's portfolio in Q1 2019, its #115 holding.
  • Live Your Vision first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6.71M in Q2 2013.
  • 110 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.