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Obermeyer Wealth Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,100
Closed -$58K – 251
2013
Q2 		$58K Buy
+1,100
New +$58.9K 0.02% 115

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Obermeyer Wealth Partners's STPZ Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2013, closing a stake of 1,100 shares — an estimated $58K sold.

Obermeyer Wealth Partners first reported a position in STPZ in Q2 2013 and held it in 1 quarter. The position peaked at $58K in Q2 2013. 85 funds tracked by Wall St. Rank hold STPZ as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,100 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2013, an estimated $58K.
  • Obermeyer Wealth Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $58K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.