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Retirement Planning Group (Kansas)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Retirement Planning Group (Kansas)’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
2017
Q3 		– Sell
-4,679
Closed -$244K – 48
2017
Q2 		$244K Sell
4,679
-8,651
-65% -$454K 0.07% 45
2017
Q1 		$704K Sell
13,330
-49
-0.4% -$2.58K 0.21% 31
2016
Q4 		$702K Sell
13,379
-157
-1% -$8.23K 0.22% 29
2016
Q3 		$713K Sell
13,536
-3,687
-21% -$194K 0.23% 29
2016
Q2 		$910K Sell
17,223
-372
-2% -$19.5K 0.31% 29
2016
Q1 		$921K Sell
17,595
-1,033
-6% -$53.3K 0.33% 29
2015
Q4 		$956K Sell
18,628
-3,961
-18% -$204K 0.35% 30
2015
Q3 		$1.17M Sell
22,589
-846
-4% -$43.8K 0.51% 28
2015
Q2 		$1.22M Sell
23,435
-81
-0.3% -$4.23K 0.5% 31
2015
Q1 		$1.22M Sell
23,516
-1,661
-7% -$86.2K 0.49% 35
2014
Q4 		$1.3M Buy
25,177
+16,382
+186% +$858K 0.4% 35
2014
Q3 		$462K Sell
8,795
-1,890
-18% -$100K 0.14% 46
2014
Q2 		$572K Sell
10,685
-1,481
-12% -$79K 0.17% 44
2014
Q1 		$644K Sell
12,166
-1,049
-8% -$55.6K 0.21% 43
2013
Q4 		$699K Sell
13,215
-15,979
-55% -$848K 0.25% 39
2013
Q3 		$1.55M Buy
29,194
+614
+2% +$32.5K 0.56% 34
2013
Q2 		$1.5M Buy
+28,580
New +$1.53M 0.62% 32

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Retirement Planning Group (Kansas)'s STPZ Position: Q3 2017 in Review

Retirement Planning Group (Kansas) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2017, closing a stake of 4,679 shares — an estimated $244K sold.

Retirement Planning Group (Kansas) first reported a position in STPZ in Q2 2013 and held it in 17 quarters. The position peaked at $1.55M in Q3 2013. 104 funds tracked by Wall St. Rank hold STPZ as of Q3 2017.

  • Retirement Planning Group (Kansas) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 4,679 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2017, an estimated $244K.
  • Retirement Planning Group (Kansas) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 17 quarters.
  • Retirement Planning Group (Kansas)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.55M in Q3 2013.
  • 104 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2017.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2017, filed 16 Oct 2017.