Quad-Cities Investment Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Quad-Cities Investment Group’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-734	Closed	-$54K	–	472
2019 Q3	$54K	Buy	734 +3	+0.4%	+$217	0.05%	317
2019 Q2	$51K	Sell	731 -1,287	-64%	-$86.5K	0.04%	333
2019 Q1	$135K	Buy	2,018 +4	+0.2%	+$255	0.12%	175
2018 Q4	$126K	Buy	2,014 +13	+0.6%	+$808	0.13%	163
2018 Q3	$129K	Buy	2,001 +16	+0.8%	+$1.06K	0.11%	183
2018 Q2	$134K	Buy	+1,985	New	+$132K	0.12%	172

Other funds holding LTPZ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Quad-Cities Investment Group's LTPZ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2019, closing a stake of 734 shares — an estimated $54K sold.

Quad-Cities Investment Group first reported a position in LTPZ in Q2 2018 and held it in 6 quarters. The position peaked at $135K in Q1 2019. 46 funds tracked by Wall St. Rank hold LTPZ as of Q4 2019.

Quad-Cities Investment Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 734 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $54K.
Quad-Cities Investment Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $135K in Q1 2019.
46 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.