Next Financial Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Next Financial Group’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
2018 Q4	–	Sell	-105	Closed	-$6K	–	2100
2018 Q3	$6K	Buy	+105	New	+$6K	﹤0.01%	1135
2017 Q4	–	Sell	-105	Closed	-$6K	–	1303
2017 Q3	$6K	Hold	105	–	–	﹤0.01%	1384
2017 Q2	$6K	Hold	105	–	–	﹤0.01%	1508
2017 Q1	$6K	Hold	105	–	–	﹤0.01%	1474
2016 Q4	$6K	Hold	105	–	–	﹤0.01%	1866
2016 Q3	$6K	Hold	105	–	–	﹤0.01%	1876
2016 Q2	$6K	Hold	105	–	–	﹤0.01%	1372
2016 Q1	$6K	Hold	105	–	–	﹤0.01%	1332
2015 Q4	$5K	Hold	105	–	–	﹤0.01%	1396
2015 Q3	$5K	Buy	105 +15	+17%	+$846	﹤0.01%	1434
2015 Q2	$5K	Hold	90	–	–	﹤0.01%	1494
2015 Q1	$5K	Hold	90	–	–	﹤0.01%	1496
2014 Q4	$5K	Hold	90	–	–	﹤0.01%	1512
2014 Q3	$5K	Buy	+90	New	+$5.21K	﹤0.01%	2068

Other funds holding TIPZ

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Next Financial Group's TIPZ Position: Q4 2018 in Review

Next Financial Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2018, closing a stake of 105 shares — an estimated $6K sold.

Next Financial Group first reported a position in TIPZ in Q3 2014 and held it in 14 quarters. The position peaked at $6K in Q3 2018. 28 funds tracked by Wall St. Rank hold TIPZ as of Q4 2018.

Next Financial Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 105 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2018, an estimated $6K.
Next Financial Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 14 quarters.
Next Financial Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $6K in Q3 2018.
28 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.