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

RiverFront 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 Q1	–	Sell	-571,369	Closed	-$35.6M	–	68
2018 Q4	$35.6M	Sell	571,369 -38,730	-6%	-$2.41M	0.97%	30
2018 Q3	$39.5M	Sell	610,099 -6,263	-1%	-$417K	0.93%	33
2018 Q2	$41.7M	Buy	616,362 +1,165	+0.2%	+$77.4K	1.03%	32
2018 Q1	$41.3M	Sell	615,197 -23,179	-4%	-$1.54M	0.96%	30
2017 Q4	$44.2M	Buy	638,376 +2,795	+0.4%	+$188K	1.05%	25
2017 Q3	$42.1M	Buy	+635,581	New	+$42.2M	1.02%	24

Other funds holding LTPZ

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIM

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RiverFront Investment Group's LTPZ Position: Q1 2019 in Review

RiverFront Investment Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2019, closing a stake of 571,369 shares — an estimated $35.6M sold.

RiverFront Investment Group first reported a position in LTPZ in Q3 2017 and held it in 6 quarters. The position peaked at $44.2M in Q4 2017. 51 funds tracked by Wall St. Rank hold LTPZ as of Q1 2019.

RiverFront Investment Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
RiverFront Investment Group sold 571,369 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $35.6M.
RiverFront Investment Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 6 quarters.
RiverFront Investment Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $44.2M in Q4 2017.
51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on RiverFront Investment Group's 13F filing for Q1 2019, filed 6 May 2019.