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OneDigital Investment Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

OneDigital Investment Advisors’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-170
Closed -$12K – 1356
2017
Q4 		$12K Buy
+170
New +$11.5K ﹤0.01% 932

Other funds holding LTPZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

OneDigital Investment Advisors's LTPZ Position: Q1 2018 in Review

OneDigital Investment Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2018, closing a stake of 170 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in LTPZ in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 49 funds tracked by Wall St. Rank hold LTPZ as of Q1 2018.

  • OneDigital Investment Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 170 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2018, an estimated $12K.
  • OneDigital Investment Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $12K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2018.

Based on OneDigital Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.