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Nicolet Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Nicolet Advisory Services’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
2019
Q4 		– Sell
-5,365
Closed -$281K – 175
2019
Q3 		$281K Sell
5,365
-631
-11% -$33.1K 0.04% 130
2019
Q2 		$316K Sell
5,996
-366
-6% -$19.1K 0.05% 122
2019
Q1 		$329K Buy
+6,362
New +$326K 0.06% 112

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nicolet Advisory Services's STPZ Position: Q4 2019 in Review

Nicolet Advisory Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2019, closing a stake of 5,365 shares — an estimated $281K sold.

Nicolet Advisory Services first reported a position in STPZ in Q1 2019 and held it in 3 quarters. The position peaked at $329K in Q1 2019. 94 funds tracked by Wall St. Rank hold STPZ as of Q4 2019.

  • Nicolet Advisory Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • Nicolet Advisory Services sold 5,365 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $281K.
  • Nicolet Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 3 quarters.
  • Nicolet Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $329K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Nicolet Advisory Services's 13F filing for Q4 2019, filed 23 Jan 2020.