Proffitt & Goodson’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Proffitt & Goodson’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
2020 Q2	–	Sell	-15,867	Closed	-$820K	–	292
2020 Q1	$820K	Sell	15,867 -400	-2%	-$20.9K	0.21%	47
2019 Q4	$852K	Sell	16,267 -137	-0.8%	-$7.17K	0.19%	57
2019 Q3	$860K	Sell	16,404 -92	-0.6%	-$4.83K	0.21%	57
2019 Q2	$868K	Hold	16,496	–	–	0.21%	52
2019 Q1	$853K	Sell	16,496 -6,837	-29%	-$351K	0.22%	54
2018 Q4	$1.19M	Buy	+23,333	New	+$1.19M	0.33%	40

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Proffitt & Goodson's STPZ Position: Q2 2020 in Review

Proffitt & Goodson sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2020, closing a stake of 15,867 shares — an estimated $820K sold.

Proffitt & Goodson first reported a position in STPZ in Q4 2018 and held it in 6 quarters. The position peaked at $1.19M in Q4 2018. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2020.

Proffitt & Goodson reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Proffitt & Goodson sold 15,867 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $820K.
Proffitt & Goodson first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 6 quarters.
Proffitt & Goodson's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.19M in Q4 2018.
90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on Proffitt & Goodson's 13F filing for Q2 2020, filed 5 Aug 2020.