OCM
TUZ

One Capital Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

One Capital Management’s Portfolio TUZ Stock Details TUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,047
Closed -$53K – 533
2014
Q3 		$53K Buy
+1,047
New +$53.3K 0.02% 228

Other funds holding TUZ

LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FIG
Fusion Investment Group Pittsburgh, Pennsylvania $37.3M AUM 3.34% 1-Year Est. Return

One Capital Management's TUZ Position: Q4 2014 in Review

One Capital Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2014, closing a stake of 1,047 shares — an estimated $53K sold.

One Capital Management first reported a position in TUZ in Q3 2014 and held it in 1 quarter. The position peaked at $53K in Q3 2014. 28 funds tracked by Wall St. Rank hold TUZ as of Q4 2014.

  • One Capital Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 1,047 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2014, an estimated $53K.
  • One Capital Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2014 and held it in 1 quarter.
  • One Capital Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $53K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.