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MassMutual Private Wealth & Trust’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-38
Closed -$1.97K – 825
2019
Q1 		$1.97K Buy
+38
New +$1.95K ﹤0.01% 774

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's STPZ Position: Q2 2019 in Review

MassMutual Private Wealth & Trust sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 38 shares — an estimated $1.97K sold.

MassMutual Private Wealth & Trust first reported a position in STPZ in Q1 2019 and held it in 1 quarter. The position peaked at $1.97K in Q1 2019. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • MassMutual Private Wealth & Trust reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 38 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $1.97K.
  • MassMutual Private Wealth & Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.97K in Q1 2019.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.