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Stone House Investment Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Stone House Investment 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
2017
Q4 		– Sell
-5,385
Closed -$281K – 42
2017
Q3 		$281K Sell
5,385
-425
-7% -$22.2K 0.2% 33
2017
Q2 		$303K Buy
5,810
+73
+1% +$3.83K 0.22% 34
2017
Q1 		$303K Buy
+5,737
New +$302K 0.23% 33

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
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stone House Investment Management's STPZ Position: Q4 2017 in Review

Stone House Investment Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2017, closing a stake of 5,385 shares — an estimated $281K sold.

Stone House Investment Management first reported a position in STPZ in Q1 2017 and held it in 3 quarters. The position peaked at $303K in Q2 2017. 106 funds tracked by Wall St. Rank hold STPZ as of Q4 2017.

  • Stone House Investment Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • Stone House Investment Management sold 5,385 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2017, an estimated $281K.
  • Stone House Investment Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 3 quarters.
  • Stone House Investment Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $303K in Q2 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 Stone House Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.