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

Peachtree 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
2015 Q3	–	Sell	-130	Closed	-$7K	–	231
2015 Q2	$7K	Hold	130	–	–	0.01%	264
2015 Q1	$7K	Hold	130	–	–	0.01%	275
2014 Q4	$7K	Hold	130	–	–	﹤0.01%	308
2014 Q3	$7K	Buy	+130	New	+$6.91K	﹤0.01%	318

Other funds holding STPZ

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peachtree Investment Advisors's STPZ Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2015, closing a stake of 130 shares — an estimated $7K sold.

Peachtree Investment Advisors first reported a position in STPZ in Q3 2014 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 96 funds tracked by Wall St. Rank hold STPZ as of Q3 2015.

Peachtree Investment Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 130 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2015, an estimated $7K.
Peachtree Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 4 quarters.
Peachtree Investment Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7K in Q2 2015.
96 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.