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

WealthPLAN Partners’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
Q3 		$80.7K Sell
1,150
-1,150
-50% -$81.5K 0.03% 257
2016
Q2 		$80K Buy
+2,300
New +$154K 0.01% 693

Other funds holding LTPZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

WealthPLAN Partners's LTPZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 50% in Q3 2016, selling an estimated $81.5K and leaving 1,150 shares worth $80.7K. The position accounts for 0.03% of the portfolio, ranked #257.

WealthPLAN Partners first reported a position in LTPZ in Q2 2016 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold LTPZ as of Q3 2016.

  • WealthPLAN Partners held 1,150 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $80.7K as of Q3 2016.
  • WealthPLAN Partners sold 1,150 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2016, an estimated $81.5K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of WealthPLAN Partners's portfolio in Q3 2016, its #257 holding.
  • WealthPLAN Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2016 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.