Managed Account Advisors’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Managed Account Advisors’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,964	Closed	-$559K	–	3095
2014 Q4	$559K	Buy	+10,964	New	+$559K	﹤0.01%	2180

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Managed Account Advisors's TUZ Position: Q1 2015 in Review

Managed Account Advisors sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q1 2015, closing a stake of 10,964 shares — an estimated $559K sold.

Managed Account Advisors first reported a position in TUZ in Q4 2014 and held it in 1 quarter. The position peaked at $559K in Q4 2014. 29 funds tracked by Wall St. Rank hold TUZ as of Q1 2015.

Managed Account Advisors reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
Managed Account Advisors sold 10,964 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q1 2015, an estimated $559K.
Managed Account Advisors first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2014 and held it in 1 quarter.
Managed Account Advisors's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $559K in Q4 2014.
29 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q1 2015.

Based on Managed Account Advisors's 13F filing for Q1 2015, filed 15 May 2015.