Raymond James & Associates’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Raymond James & Associates’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,301	Closed	-$322K	–	3409
2016 Q3	$322K	Hold	6,301	–	–	﹤0.01%	2577
2016 Q2	$323K	Buy	+6,301	New	+$322K	﹤0.01%	2368

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Raymond James & Associates's TUZ Position: Q4 2016 in Review

Raymond James & Associates sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2016, closing a stake of 6,301 shares — an estimated $322K sold.

Raymond James & Associates first reported a position in TUZ in Q2 2016 and held it in 2 quarters. The position peaked at $323K in Q2 2016. 32 funds tracked by Wall St. Rank hold TUZ as of Q4 2016.

Raymond James & Associates reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
Raymond James & Associates sold 6,301 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2016, an estimated $322K.
Raymond James & Associates first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 2 quarters.
Raymond James & Associates's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $323K in Q2 2016.
32 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2016.

Based on Raymond James & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.