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Ruggie Capital Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-901
Closed -$46K – 419
2018
Q4 		$46K Buy
+901
New +$45.9K 0.02% 176
2015
Q4 		– Sell
-39
Closed -$2K – 163
2015
Q3 		$2K Buy
+39
New +$2.02K ﹤0.01% 200

Other funds holding STPZ

TIAA FSB
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
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
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Ruggie Capital Group's STPZ Position: Q1 2019 in Review

Ruggie Capital Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2019, closing a stake of 901 shares — an estimated $46K sold.

Ruggie Capital Group first reported a position in STPZ in Q3 2015 and held it in 2 quarters. The position peaked at $46K in Q4 2018. 110 funds tracked by Wall St. Rank hold STPZ as of Q1 2019.

  • Ruggie Capital Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 901 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $46K.
  • Ruggie Capital Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and held it in 2 quarters.
  • Ruggie Capital Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $46K in Q4 2018.
  • 110 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.