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TCI Wealth Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

TCI Wealth Advisors’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$17K – 1601
2020
Q2 		$17K Buy
+200
New +$16.5K 0.01% 480

Other funds holding LTPZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's LTPZ Position: Q3 2020 in Review

TCI Wealth Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2020, closing a stake of 200 shares — an estimated $17K sold.

TCI Wealth Advisors first reported a position in LTPZ in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 58 funds tracked by Wall St. Rank hold LTPZ as of Q3 2020.

  • TCI Wealth Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $17K.
  • TCI Wealth Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $17K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.