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

Voya 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
2016
Q2 		– Sell
-3,975
Closed -$208K – 418
2016
Q1 		$208K Buy
+3,975
New +$205K 0.03% 357
2015
Q4 		– Sell
-4,281
Closed -$220K – 382
2015
Q3 		$220K Buy
+4,281
New +$222K 0.04% 280

Other funds holding STPZ

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Voya Financial Advisors's STPZ Position: Q2 2016 in Review

Voya Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2016, closing a stake of 3,975 shares — an estimated $208K sold.

Voya Financial Advisors first reported a position in STPZ in Q3 2015 and held it in 2 quarters. The position peaked at $220K in Q3 2015. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2016.

  • Voya Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2016 after selling out during the quarter.
  • Voya Financial Advisors sold 3,975 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2016, an estimated $208K.
  • Voya Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and held it in 2 quarters.
  • Voya Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $220K in Q3 2015.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2016.

Based on Voya Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.