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MassMutual Private Wealth & Trust’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-76
Closed -$7K – 914
2020
Q3 		$7K Buy
+76
New +$6.61K ﹤0.01% 612

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EF
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's LTPZ Position: Q4 2020 in Review

MassMutual Private Wealth & Trust sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2020, closing a stake of 76 shares — an estimated $7K sold.

MassMutual Private Wealth & Trust first reported a position in LTPZ in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 69 funds tracked by Wall St. Rank hold LTPZ as of Q4 2020.

  • MassMutual Private Wealth & Trust reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 76 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $7K.
  • MassMutual Private Wealth & Trust first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $7K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2020, filed 16 Feb 2021.