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SRH Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

SRH 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
Q4 		– Sell
-115
Closed -$6K – 243
2017
Q3 		$6K Hold
115
– – 0.03% 158
2017
Q2 		$6K Hold
115
– – 0.03% 140
2017
Q1 		$6K Hold
115
– – 0.03% 139
2016
Q4 		$6K Hold
115
– – 0.03% 137
2016
Q3 		$6K Hold
115
– – 0.03% 136
2016
Q2 		$6K Hold
115
– – 0.03% 134
2016
Q1 		$6K Hold
115
– – 0.03% 136
2015
Q4 		$6K Hold
115
– – 0.04% 134
2015
Q3 		$6K Hold
115
– – 0.04% 131
2015
Q2 		$6K Hold
115
– – 0.04% 133
2015
Q1 		$6K Hold
115
– – 0.04% 126
2014
Q4 		$6K Hold
115
– – 0.04% 126
2014
Q3 		$6K Hold
115
– – 0.05% 118
2014
Q2 		$6K Hold
115
– – 0.05% 122
2014
Q1 		$6K Hold
115
– – 0.05% 120
2013
Q4 		$6K Buy
+115
New +$6.11K 0.06% 115

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

SRH Advisors's STPZ Position: Q4 2017 in Review

SRH Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2017, closing a stake of 115 shares — an estimated $6K sold.

SRH Advisors first reported a position in STPZ in Q4 2013 and held it in 16 quarters. The position peaked at $6K in Q3 2017. 106 funds tracked by Wall St. Rank hold STPZ as of Q4 2017.

  • SRH Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • SRH Advisors sold 115 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2017, an estimated $6K.
  • SRH Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 16 quarters.
  • SRH Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6K in Q3 2017.
  • 106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2017.

Based on SRH Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.