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WealthPLAN Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

WealthPLAN Partners’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-450
Closed -$26.2K – 397
2017
Q1 		$26.2K Buy
+450
New +$26K 0.09% 157
2016
Q3 		$14.8K Sell
250
-250
-50% -$14.8K ﹤0.01% 536
2016
Q2 		$14.8K Buy
+500
New +$29.1K ﹤0.01% 1563
2015
Q4 		$13.8K Buy
+250
New +$14K ﹤0.01% 1047

Other funds holding TIPZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WealthPLAN Partners's TIPZ Position: Q2 2017 in Review

WealthPLAN Partners sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2017, closing a stake of 450 shares — an estimated $26.2K sold.

WealthPLAN Partners first reported a position in TIPZ in Q4 2015 and held it in 4 quarters. The position peaked at $26.2K in Q1 2017. 28 funds tracked by Wall St. Rank hold TIPZ as of Q2 2017.

  • WealthPLAN Partners reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 450 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2017, an estimated $26.2K.
  • WealthPLAN Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $26.2K in Q1 2017.
  • 28 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.