Sargent Bickham Lagudis’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Sargent Bickham Lagudis’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-490	Closed	-$25K	–	850
2017 Q3	$25K	Hold	490	–	–	﹤0.01%	469
2017 Q2	$25K	Hold	490	–	–	﹤0.01%	455
2017 Q1	$25K	Sell	490 -5,948	-92%	-$301K	﹤0.01%	460
2016 Q4	$326K	Sell	6,438 -3,925	-38%	-$200K	0.05%	154
2016 Q3	$530	Hold	10,363	–	–	0.08%	132
2016 Q2	$531K	Hold	10,363	–	–	0.08%	134
2016 Q1	$529K	Buy	+10,363	New	+$528K	0.09%	134

Other funds holding TUZ

FIM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

FGC

Financial Gravity Companies Lakeway, Texas $509M AUM

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sargent Bickham Lagudis's TUZ Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2017, closing a stake of 490 shares — an estimated $25K sold.

Sargent Bickham Lagudis first reported a position in TUZ in Q1 2016 and held it in 7 quarters. The position peaked at $531K in Q2 2016. 39 funds tracked by Wall St. Rank hold TUZ as of Q4 2017.

Sargent Bickham Lagudis reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 490 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2017, an estimated $25K.
Sargent Bickham Lagudis first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2016 and held it in 7 quarters.
Sargent Bickham Lagudis's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $531K in Q2 2016.
39 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.