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Signature Estate & Investment Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Signature Estate & Investment Advisors’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
2017
Q2 		– Sell
-2,785
Closed -$147K – 182
2017
Q1 		$147K Buy
+2,785
New +$147K 0.02% 152

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Signature Estate & Investment Advisors's STPZ Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2017, closing a stake of 2,785 shares — an estimated $147K sold.

Signature Estate & Investment Advisors first reported a position in STPZ in Q1 2017 and held it in 1 quarter. The position peaked at $147K in Q1 2017. 112 funds tracked by Wall St. Rank hold STPZ as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,785 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2017, an estimated $147K.
  • Signature Estate & Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $147K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.