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Wealthcare Advisory Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Wealthcare Advisory Partners’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
2018
Q4 		– Sell
-4
Closed – – 1276
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1299
2018
Q2 		$0 Hold
4
– – ﹤0.01% 1309
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1232
2017
Q4 		$0 Hold
4
– – ﹤0.01% 1176
2017
Q3 		$0 Buy
+4
New +$209 ﹤0.01% 924

Other funds holding STPZ

TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Wealthcare Advisory Partners's STPZ Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2018, closing a stake of 4 shares.

Wealthcare Advisory Partners first reported a position in STPZ in Q3 2017 and held it in 5 quarters. The position peaked at $0 in Q3 2018. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2018.
  • Wealthcare Advisory Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $0 in Q3 2018.
  • 105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.