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Next Financial Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-231
Closed -$12K – 1269
2017
Q3 		$12K Hold
231
– – ﹤0.01% 1154
2017
Q2 		$12K Hold
231
– – ﹤0.01% 1268
2017
Q1 		$12K Sell
231
-19
-8% -$1K ﹤0.01% 1224
2016
Q4 		$13K Hold
250
– – ﹤0.01% 1547
2016
Q3 		$13K Buy
+250
New +$13.1K ﹤0.01% 1557
2014
Q4 		– Sell
-250
Closed -$13K – 2326
2014
Q3 		$13K Buy
+250
New +$13.3K ﹤0.01% 1645

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Next Financial Group's STPZ Position: Q4 2017 in Review

Next Financial Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2017, closing a stake of 231 shares — an estimated $12K sold.

Next Financial Group first reported a position in STPZ in Q3 2014 and held it in 6 quarters. The position peaked at $13K in Q4 2016. 106 funds tracked by Wall St. Rank hold STPZ as of Q4 2017.

  • Next Financial Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 231 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2017, an estimated $12K.
  • Next Financial Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $13K in Q4 2016.
  • 106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.