New England Securities’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

New England Securities’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$32K	Buy	565 +20	+4%	+$1.14K	0.01%	723
2014 Q3	$31K	Hold	545	–	–	0.01%	765
2014 Q2	$32K	Buy	545 +240	+79%	+$13.8K	0.01%	753
2014 Q1	$17K	Buy	+305	New	+$17.1K	0.01%	916

Other funds holding TIPZ

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

New England Securities's TIPZ Position: Q4 2014 in Review

New England Securities increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 3.7% in Q4 2014, buying an estimated $1.14K and bringing the position to 565 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #723.

New England Securities first reported a position in TIPZ in Q1 2014 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold TIPZ as of Q4 2014.

New England Securities held 565 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $32K as of Q4 2014.
New England Securities bought 20 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2014, an estimated $1.14K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of New England Securities's portfolio in Q4 2014, its #723 holding.
New England Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2014 and has held it in 4 quarters since.
27 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.