Sowell Financial Services’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Sowell Financial Services’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
2018 Q4	–	Sell	-9,365	Closed	-$959K	–	555
2018 Q3	$959K	Buy	+9,365	New	+$467K	0.14%	120

Other funds holding TUZ

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

LTFS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

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

Sowell Financial Services's TUZ Position: Q4 2018 in Review

Sowell Financial Services sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2018, closing a stake of 9,365 shares — an estimated $959K sold.

Sowell Financial Services first reported a position in TUZ in Q3 2018 and held it in 1 quarter. The position peaked at $959K in Q3 2018. 26 funds tracked by Wall St. Rank hold TUZ as of Q4 2018.

Sowell Financial Services reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Sowell Financial Services sold 9,365 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2018, an estimated $959K.
Sowell Financial Services first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
Sowell Financial Services's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $959K in Q3 2018.
26 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2018.

Based on Sowell Financial Services's 13F filing for Q4 2018, filed 5 Mar 2019.