WI
LTPZ icon

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

WBI Investments’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
2016
Q4 		– Sell
-10,900
Closed -$777K – 350
2016
Q3 		$777K Buy
+10,900
New +$772K 0.03% 225

Other funds holding LTPZ

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

WBI Investments's LTPZ Position: Q4 2016 in Review

WBI Investments sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2016, closing a stake of 10,900 shares — an estimated $777K sold.

WBI Investments first reported a position in LTPZ in Q3 2016 and held it in 1 quarter. The position peaked at $777K in Q3 2016. 30 funds tracked by Wall St. Rank hold LTPZ as of Q4 2016.

  • WBI Investments reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 10,900 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2016, an estimated $777K.
  • WBI Investments first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2016 and held it in 1 quarter.
  • WBI Investments's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $777K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.