Rowland Carmichael Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Rowland Carmichael Advisors’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 Q4	–	Sell	-1,200	Closed	-$88K	–	360
2019 Q3	$88K	Hold	1,200	–	–	0.03%	294
2019 Q2	$83K	Hold	1,200	–	–	0.03%	276
2019 Q1	$80K	Hold	1,200	–	–	0.03%	272
2018 Q4	$75K	Hold	1,200	–	–	0.03%	248
2018 Q3	$78K	Hold	1,200	–	–	0.03%	299
2018 Q2	$81K	Hold	1,200	–	–	0.03%	301
2018 Q1	$81K	Hold	1,200	–	–	0.04%	268
2017 Q4	$83K	Hold	1,200	–	–	0.04%	276
2017 Q3	$80K	Hold	1,200	–	–	0.04%	253
2017 Q2	$79K	Hold	1,200	–	–	0.05%	247
2017 Q1	$80K	Hold	1,200	–	–	0.05%	242
2016 Q4	$78K	Hold	1,200	–	–	0.05%	252
2016 Q3	$86K	Hold	1,200	–	–	0.05%	239
2016 Q2	$83K	Hold	1,200	–	–	0.05%	247
2016 Q1	$80K	Buy	+1,200	New	+$75.6K	0.07%	158

Other funds holding LTPZ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rowland Carmichael Advisors's LTPZ Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2019, closing a stake of 1,200 shares — an estimated $88K sold.

Rowland Carmichael Advisors first reported a position in LTPZ in Q1 2016 and held it in 15 quarters. The position peaked at $88K in Q3 2019. 46 funds tracked by Wall St. Rank hold LTPZ as of Q4 2019.

Rowland Carmichael Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 1,200 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $88K.
Rowland Carmichael Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2016 and held it in 15 quarters.
Rowland Carmichael Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $88K in Q3 2019.
46 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.