Patten Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Patten Group’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
2017 Q2	–	Sell	-270	Closed	-$14K	–	673
2017 Q1	$14K	Sell	270 -50	-16%	-$2.63K	0.01%	442
2016 Q4	$17K	Hold	320	–	–	0.01%	420
2016 Q3	$16.8K	Hold	320	–	–	0.01%	438
2016 Q2	$16.9K	Hold	320	–	–	0.01%	421
2016 Q1	$16.8K	Hold	320	–	–	0.01%	431
2015 Q4	$16.4K	Hold	320	–	–	0.01%	447
2015 Q3	$16.5K	Hold	320	–	–	0.01%	387
2015 Q2	$16.7K	Buy	+320	New	+$16.7K	0.01%	391
2015 Q1	–	Sell	-320	Closed	-$17K	–	233
2014 Q4	$17K	Buy	+320	New	+$16.8K	0.01%	218

Other funds holding STPZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Patten Group's STPZ Position: Q2 2017 in Review

Patten Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2017, closing a stake of 270 shares — an estimated $14K sold.

Patten Group first reported a position in STPZ in Q4 2014 and held it in 9 quarters. The position peaked at $17K in Q4 2016. 112 funds tracked by Wall St. Rank hold STPZ as of Q2 2017.

Patten Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
Patten Group sold 270 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2017, an estimated $14K.
Patten Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 9 quarters.
Patten Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $17K in Q4 2016.
112 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.