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

Placemark Investments’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
Q4 		$488K Buy
9,464
+752
+9% +$39.4K 0.01% 1184
2014
Q3 		$459K Buy
8,712
+4,465
+105% +$237K 0.01% 1204
2014
Q2 		$227K Sell
4,247
-395
-9% -$21.1K ﹤0.01% 1506
2014
Q1 		$245K Buy
+4,642
New +$246K ﹤0.01% 1422
2013
Q4 		– Sell
-4,445
Closed -$235K – 1660
2013
Q3 		$235K Buy
4,445
+413
+10% +$21.9K ﹤0.01% 1415
2013
Q2 		$212K Buy
+4,032
New +$216K ﹤0.01% 1429

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Placemark Investments's STPZ Position: Q4 2014 in Review

Placemark Investments increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 8.6% in Q4 2014, buying an estimated $39.4K and bringing the position to 9,464 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1184.

Placemark Investments first reported a position in STPZ in Q2 2013 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold STPZ as of Q4 2014.

  • Placemark Investments held 9,464 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $488K as of Q4 2014.
  • Placemark Investments bought 752 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2014, an estimated $39.4K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1184 holding.
  • Placemark Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.