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

Wealthcare Capital Management’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
Q2 		– Sell
-115
Closed -$6K – 803
2015
Q1 		$6K Buy
+115
New +$5.97K ﹤0.01% 605

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TIAA CREF Trust
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MIS
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Destination Wealth Management
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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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthcare Capital Management's STPZ Position: Q2 2015 in Review

Wealthcare Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2015, closing a stake of 115 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in STPZ in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 88 funds tracked by Wall St. Rank hold STPZ as of Q2 2015.

  • Wealthcare Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 115 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2015, an estimated $6K.
  • Wealthcare Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6K in Q1 2015.
  • 88 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.