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National Planning Corporation’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

National Planning Corporation’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
2014
Q3 		– Sell
-15,247
Closed -$992K – 774
2014
Q2 		$992K Sell
15,247
-1,271
-8% -$80.2K 0.08% 246
2014
Q1 		$992K Sell
16,518
-11,112
-40% -$664K 0.09% 231
2013
Q4 		$1.58M Buy
+27,630
New +$1.63M 0.14% 162

Other funds holding LTPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Planning Corporation's LTPZ Position: Q3 2014 in Review

National Planning Corporation sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2014, closing a stake of 15,247 shares — an estimated $992K sold.

National Planning Corporation first reported a position in LTPZ in Q4 2013 and held it in 3 quarters. The position peaked at $1.58M in Q4 2013. 21 funds tracked by Wall St. Rank hold LTPZ as of Q3 2014.

  • National Planning Corporation reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • National Planning Corporation sold 15,247 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2014, an estimated $992K.
  • National Planning Corporation first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 3 quarters.
  • National Planning Corporation's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.58M in Q4 2013.
  • 21 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2014.

Based on National Planning Corporation's 13F filing for Q3 2014, filed 24 Oct 2014.