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

OneDigital 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
2018 Q3	–	Sell	-3,000	Closed	-$155K	–	1218
2018 Q2	$155K	Sell	3,000 -302	-9%	-$15.6K	0.03%	256
2018 Q1	$172K	Buy	3,302 +2,000	+154%	+$104K	0.04%	244
2017 Q4	$68K	Buy	1,302 +1,000	+331%	+$52.1K	0.01%	429
2017 Q3	$16K	Hold	302	–	–	0.01%	716
2017 Q2	$16K	Buy	+302	New	+$15.8K	﹤0.01%	826

Other funds holding STPZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's STPZ Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2018, closing a stake of 3,000 shares — an estimated $155K sold.

OneDigital Investment Advisors first reported a position in STPZ in Q2 2017 and held it in 5 quarters. The position peaked at $172K in Q1 2018. 103 funds tracked by Wall St. Rank hold STPZ as of Q3 2018.

OneDigital Investment Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 3,000 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2018, an estimated $155K.
OneDigital Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $172K in Q1 2018.
103 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.