TD Ameritrade Trust’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

TD Ameritrade Trust’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
2015 Q1	–	Sell	-25,455	Closed	-$1.31M	–	51
2014 Q4	$1.31M	Buy	25,455 +536	+2%	+$28.1K	0.32%	35
2014 Q3	$1.31M	Buy	24,919 +162	+0.7%	+$8.61K	0.37%	34
2014 Q2	$1.33M	Buy	24,757 +711	+3%	+$37.9K	0.38%	32
2014 Q1	$1.27M	Sell	24,046 -700	-3%	-$37.1K	0.38%	33
2013 Q4	$1.31M	Sell	24,746 -404	-2%	-$21.4K	0.4%	32
2013 Q3	$1.33M	Buy	+25,150	New	+$1.33M	0.44%	32

Other funds holding STPZ

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

TD Ameritrade Trust's STPZ Position: Q1 2015 in Review

TD Ameritrade Trust sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2015, closing a stake of 25,455 shares — an estimated $1.31M sold.

TD Ameritrade Trust first reported a position in STPZ in Q3 2013 and held it in 6 quarters. The position peaked at $1.33M in Q3 2013. 91 funds tracked by Wall St. Rank hold STPZ as of Q1 2015.

TD Ameritrade Trust reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
TD Ameritrade Trust sold 25,455 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2015, an estimated $1.31M.
TD Ameritrade Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2013 and held it in 6 quarters.
TD Ameritrade Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.33M in Q3 2013.
91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2015.

Based on TD Ameritrade Trust's 13F filing for Q1 2015, filed 22 May 2015.