PAS
STPZ icon

Partnervest Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Partnervest Advisory Services’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
2014
Q1 		– Sell
-8,756
Closed -$463K – 1066
2013
Q4 		$463K Buy
8,756
+4,566
+109% +$242K 0.22% 73
2013
Q3 		$222K Sell
4,190
-605
-13% -$32K 0.11% 108
2013
Q2 		$253K Buy
+4,795
New +$257K 0.12% 79

Other funds holding STPZ

Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Valmark Advisers
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Partnervest Advisory Services's STPZ Position: Q1 2014 in Review

Partnervest Advisory Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2014, closing a stake of 8,756 shares — an estimated $463K sold.

Partnervest Advisory Services first reported a position in STPZ in Q2 2013 and held it in 3 quarters. The position peaked at $463K in Q4 2013. 93 funds tracked by Wall St. Rank hold STPZ as of Q1 2014.

  • Partnervest Advisory Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 8,756 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2014, an estimated $463K.
  • Partnervest Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $463K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.