SEI Investments
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SEI Investments’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-33
Closed -$2K – 3032
2018
Q2 		$2K Sell
33
-517
-94% -$34.3K ﹤0.01% 3354
2018
Q1 		$37K Hold
550
– – ﹤0.01% 2453
2017
Q4 		$38K Buy
+550
New +$37.1K ﹤0.01% 2441

Other funds holding LTPZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SEI Investments's LTPZ Position: Q3 2018 in Review

SEI Investments sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2018, closing a stake of 33 shares — an estimated $2K sold.

SEI Investments first reported a position in LTPZ in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 52 funds tracked by Wall St. Rank hold LTPZ as of Q3 2018.

  • SEI Investments reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 33 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2018, an estimated $2K.
  • SEI Investments first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 3 quarters.
  • SEI Investments's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $38K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.