MA
TUZ

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

MCF 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
2013
Q4 		– Sell
-110
Closed -$6K – 445
2013
Q3 		$6K Buy
+110
New +$5.59K ﹤0.01% 323

Other funds holding TUZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MCF Advisors's TUZ Position: Q4 2013 in Review

MCF Advisors sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2013, closing a stake of 110 shares — an estimated $6K sold.

MCF Advisors first reported a position in TUZ in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 25 funds tracked by Wall St. Rank hold TUZ as of Q4 2013.

  • MCF Advisors reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • MCF Advisors sold 110 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2013, an estimated $6K.
  • MCF Advisors first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2013 and held it in 1 quarter.
  • MCF Advisors's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $6K in Q3 2013.
  • 25 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2013.

Based on MCF Advisors's 13F filing for Q4 2013, filed 28 Oct 2014.