TD Ameritrade Investment Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

TD Ameritrade Investment Management’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 Q2	–	Sell	-33	Closed	-$2K	–	475
2018 Q1	$2K	Sell	33 -19	-37%	-$952	﹤0.01%	124
2017 Q4	$3K	Sell	52 -7	-12%	-$353	﹤0.01%	107
2017 Q3	$3K	Sell	59 -3	-5%	-$152	﹤0.01%	90
2017 Q2	$3K	Sell	62 -87	-58%	-$4.41K	﹤0.01%	90
2017 Q1	$8K	Buy	+149	New	+$7.55K	﹤0.01%	89

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

LTFS

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

PAG

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

TD Ameritrade Investment Management's TUZ Position: Q2 2018 in Review

TD Ameritrade Investment Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2018, closing a stake of 33 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in TUZ in Q1 2017 and held it in 5 quarters. The position peaked at $8K in Q1 2017. 30 funds tracked by Wall St. Rank hold TUZ as of Q2 2018.

TD Ameritrade Investment Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
TD Ameritrade Investment Management sold 33 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2018, an estimated $2K.
TD Ameritrade Investment Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2017 and held it in 5 quarters.
TD Ameritrade Investment Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $8K in Q1 2017.
30 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2018.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.