Sensible Financial Planning & Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Sensible Financial Planning & Management’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
2018 Q2	–	Sell	-3,987	Closed	-$207K	–	31
2018 Q1	$207K	Buy	+3,987	New	+$207K	0.1%	30
2016 Q4	–	Sell	-3,093	Closed	-$163K	–	61
2016 Q3	$163K	Buy	3,093 +8	+0.3%	+$421	0.11%	28
2016 Q2	$163K	Sell	3,085 -190	-6%	-$9.95K	0.11%	27
2016 Q1	$171K	Sell	3,275 -25	-0.8%	-$1.29K	0.12%	27
2015 Q4	$169K	Sell	3,300 -839	-20%	-$43.2K	0.13%	27
2015 Q3	$213K	Sell	4,139 -3,581	-46%	-$185K	0.17%	25
2015 Q2	$403K	Sell	7,720 -2,039	-21%	-$106K	0.33%	22
2015 Q1	$506K	Sell	9,759 -12,297	-56%	-$638K	0.46%	23
2014 Q4	$1.14M	Buy	22,056 +1,616	+8%	+$84.7K	1.17%	14
2014 Q3	$1.07M	Buy	+20,440	New	+$1.09M	0.94%	14

Other funds holding STPZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sensible Financial Planning & Management's STPZ Position: Q2 2018 in Review

Sensible Financial Planning & Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2018, closing a stake of 3,987 shares — an estimated $207K sold.

Sensible Financial Planning & Management first reported a position in STPZ in Q3 2014 and held it in 10 quarters. The position peaked at $1.14M in Q4 2014. 98 funds tracked by Wall St. Rank hold STPZ as of Q2 2018.

Sensible Financial Planning & Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Sensible Financial Planning & Management sold 3,987 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2018, an estimated $207K.
Sensible Financial Planning & Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 10 quarters.
Sensible Financial Planning & Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.14M in Q4 2014.
98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2018.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2018, filed 7 Aug 2018.