Waterloo Capital’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Waterloo Capital’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 Q1	$461K	Buy	+5,922	New	+$451K	0.33%	74

Other funds holding LTPZ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Waterloo Capital's LTPZ Position: Q1 2020 in Review

Waterloo Capital opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2020: 5,922 shares worth $461K. The stake represents 0.33% of the portfolio and ranks #74 among its holdings.

47 funds tracked by Wall St. Rank hold LTPZ as of Q1 2020.

Waterloo Capital held 5,922 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $461K as of Q1 2020.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Waterloo Capital position in Q1 2020.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.33% of Waterloo Capital's portfolio in Q1 2020, its #74 holding.
47 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.