LPL Financial
TENZ

LPL Financial’s PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF TENZ Stock Holding History

LPL Financial’s Portfolio TENZ Stock Details TENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,588
Closed -$211K – 2735
2013
Q3 		$211K Buy
+2,588
New +$211K ﹤0.01% 2282

Other funds holding TENZ

BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's TENZ Position: Q4 2013 in Review

LPL Financial sold out of PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF (TENZ) in Q4 2013, closing a stake of 2,588 shares — an estimated $211K sold.

LPL Financial first reported a position in TENZ in Q3 2013 and held it in 1 quarter. The position peaked at $211K in Q3 2013. 9 funds tracked by Wall St. Rank hold TENZ as of Q4 2013.

  • LPL Financial reported no remaining PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 2,588 PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF shares in Q4 2013, an estimated $211K.
  • LPL Financial first reported a position in PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF in Q3 2013 and held it in 1 quarter.
  • LPL Financial's PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF position peaked at $211K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held PIMCO ETF TR 7-15 YR US TREAS INDEX FD ETF as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.