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Prentiss Smith & Co’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Prentiss Smith & Co’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
2018
Q4 		– Sell
-200
Closed -$10K – 206
2018
Q3 		$10K Hold
200
– – 0.01% 206
2018
Q2 		$10K Hold
200
– – 0.01% 209
2018
Q1 		$10K Buy
+200
New +$10.4K 0.01% 222
2017
Q4 		– Sell
-200
Closed -$10K – 321
2017
Q3 		$10K Buy
+200
New +$10.4K 0.01% 202

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Prentiss Smith & Co's STPZ Position: Q4 2018 in Review

Prentiss Smith & Co sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Prentiss Smith & Co first reported a position in STPZ in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2018.

  • Prentiss Smith & Co reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Prentiss Smith & Co sold 200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2018, an estimated $10K.
  • Prentiss Smith & Co first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 4 quarters.
  • Prentiss Smith & Co's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $10K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Prentiss Smith & Co's 13F filing for Q4 2018, filed 15 Jan 2019.