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Reilly Financial Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Reilly Financial Advisors’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
-157
Closed -$8K – 1018
2018
Q3 		$8K Hold
157
– – ﹤0.01% 751
2018
Q2 		$8K Hold
157
– – ﹤0.01% 730
2018
Q1 		$8K Buy
+157
New +$8.14K ﹤0.01% 707

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

Reilly Financial Advisors's STPZ Position: Q4 2018 in Review

Reilly Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2018, closing a stake of 157 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in STPZ in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2018.

  • Reilly Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 157 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2018, an estimated $8K.
  • Reilly Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $8K 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 Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.