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Sterling Investment Advisors (Pennsylvania)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q2 		– Sell
-200
Closed -$10K – 439
2019
Q1 		$10K Hold
200
– – 0.01% 347
2018
Q4 		$10K Sell
200
-105
-34% -$5.35K 0.01% 329
2018
Q3 		$16K Hold
305
– – 0.01% 325
2018
Q2 		$15K Hold
305
– – 0.01% 311
2018
Q1 		$16K Hold
305
– – 0.01% 294
2017
Q4 		$16K Hold
305
– – 0.01% 277
2017
Q3 		$16K Hold
305
– – 0.01% 271
2017
Q2 		$16K Buy
+305
New +$16K 0.01% 272

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s STPZ Position: Q2 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 200 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in STPZ in Q2 2017 and held it in 8 quarters. The position peaked at $16K in Q3 2018. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2017 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $16K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2019, filed 6 Aug 2019.