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 $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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