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Rezny Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Rezny Wealth Management’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
Q1 		– Sell
-70,507
Closed -$3.66M – 13
2017
Q4 		$3.66M Sell
70,507
-7,908
-10% -$412K 2.69% 11
2017
Q3 		$4.09M Sell
78,415
-15,664
-17% -$818K 3.23% 11
2017
Q2 		$4.91M Buy
94,079
+528
+0.6% +$27.7K 3.9% 12
2017
Q1 		$4.94M Buy
93,551
+3,055
+3% +$161K 4.07% 11
2016
Q4 		$4.75M Buy
+90,496
New +$4.75M 4.13% 11

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Rezny Wealth Management's STPZ Position: Q1 2018 in Review

Rezny Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2018, closing a stake of 70,507 shares — an estimated $3.66M sold.

Rezny Wealth Management first reported a position in STPZ in Q4 2016 and held it in 5 quarters. The position peaked at $4.94M in Q1 2017. 103 funds tracked by Wall St. Rank hold STPZ as of Q1 2018.

  • Rezny Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Rezny Wealth Management sold 70,507 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2018, an estimated $3.66M.
  • Rezny Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 5 quarters.
  • Rezny Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.94M in Q1 2017.
  • 103 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2018.

Based on Rezny Wealth Management's 13F filing for Q1 2018, filed 9 May 2018.