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Placemark Investments’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Placemark Investments’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-25,051
Closed -$1.46M – 1675
2014
Q2 		$1.46M Buy
+25,051
New +$1.44M 0.03% 686

Other funds holding TIPZ

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Placemark Investments's TIPZ Position: Q3 2014 in Review

Placemark Investments sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2014, closing a stake of 25,051 shares — an estimated $1.46M sold.

Placemark Investments first reported a position in TIPZ in Q2 2014 and held it in 1 quarter. The position peaked at $1.46M in Q2 2014. 24 funds tracked by Wall St. Rank hold TIPZ as of Q3 2014.

  • Placemark Investments reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Placemark Investments sold 25,051 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2014, an estimated $1.46M.
  • Placemark Investments first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2014 and held it in 1 quarter.
  • Placemark Investments's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.46M in Q2 2014.
  • 24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.