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US Financial Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

US Financial Advisors’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
Q3 		– Sell
-56
Closed -$3K – 603
2015
Q2 		$3K Sell
56
-1,630
-97% -$85K ﹤0.01% 340
2015
Q1 		$88K Sell
1,686
-879
-34% -$45.6K 0.08% 73
2014
Q4 		$133K Buy
+2,565
New +$134K 0.12% 64

Other funds holding STPZ

VA
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Financial Advisors's STPZ Position: Q3 2015 in Review

US Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2015, closing a stake of 56 shares — an estimated $3K sold.

US Financial Advisors first reported a position in STPZ in Q4 2014 and held it in 3 quarters. The position peaked at $133K in Q4 2014. 97 funds tracked by Wall St. Rank hold STPZ as of Q3 2015.

  • US Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 56 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2015, an estimated $3K.
  • US Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $133K in Q4 2014.
  • 97 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.