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Pittenger & Anderson Inc’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Pittenger & Anderson Inc’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
Q4 		– Sell
-457
Closed -$24K – 429
2015
Q3 		$24K Buy
+457
New +$23.7K ﹤0.01% 350

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Pittenger & Anderson Inc's STPZ Position: Q4 2015 in Review

Pittenger & Anderson Inc sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2015, closing a stake of 457 shares — an estimated $24K sold.

Pittenger & Anderson Inc first reported a position in STPZ in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 90 funds tracked by Wall St. Rank hold STPZ as of Q4 2015.

  • Pittenger & Anderson Inc reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 457 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2015, an estimated $24K.
  • Pittenger & Anderson Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and held it in 1 quarter.
  • Pittenger & Anderson Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $24K in Q3 2015.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2015.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2015, filed 10 Feb 2016.