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Northstar Investment Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Northstar Investment Advisors’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
Q2 		– Sell
-11,960
Closed -$618K – 127
2019
Q1 		$618K Sell
11,960
-500
-4% -$25.6K 0.11% 89
2018
Q4 		$633K Buy
+12,460
New +$635K 0.14% 79
2018
Q3 		– Sell
-12,590
Closed -$652K – 115
2018
Q2 		$652K Sell
12,590
-4,160
-25% -$215K 0.14% 71
2018
Q1 		$871K Sell
16,750
-26,508
-61% -$1.37M 0.18% 65
2017
Q4 		$2.25M Sell
43,258
-4,305
-9% -$224K 0.41% 55
2017
Q3 		$2.48M Sell
47,563
-2,059
-4% -$108K 0.48% 54
2017
Q2 		$2.59M Buy
49,622
+1,830
+4% +$96K 0.52% 51
2017
Q1 		$2.52M Buy
47,792
+845
+2% +$44.5K 0.51% 53
2016
Q4 		$2.46M Buy
46,947
+1,230
+3% +$64.5K 0.55% 50
2016
Q3 		$2.41M Buy
45,717
+37,582
+462% +$1.98M 0.55% 50
2016
Q2 		$430K Buy
+8,135
New +$426K 0.1% 78

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA FSB
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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northstar Investment Advisors's STPZ Position: Q2 2019 in Review

Northstar Investment Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 11,960 shares — an estimated $618K sold.

Northstar Investment Advisors first reported a position in STPZ in Q2 2016 and held it in 11 quarters. The position peaked at $2.59M in Q2 2017. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • Northstar Investment Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Northstar Investment Advisors sold 11,960 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $618K.
  • Northstar Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2016 and held it in 11 quarters.
  • Northstar Investment Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.59M in Q2 2017.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Northstar Investment Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.