Wealthspire Advisors (Maryland)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-992	Closed	-$51K	–	1817
2019 Q1	$51K	Buy	992 +482	+95%	+$24.7K	﹤0.01%	887
2018 Q4	$26K	Buy	+510	New	+$26K	﹤0.01%	1113
2017 Q4	–	Sell	-1,208	Closed	-$63K	–	2546
2017 Q3	$63K	Hold	1,208	–	–	0.01%	886
2017 Q2	$63K	Hold	1,208	–	–	0.01%	863
2017 Q1	$64K	Hold	1,208	–	–	0.01%	737
2016 Q4	$63K	Hold	1,208	–	–	0.01%	716
2016 Q3	$64K	Hold	1,208	–	–	0.01%	710
2016 Q2	$64K	Hold	1,208	–	–	0.01%	665
2016 Q1	$63K	Hold	1,208	–	–	0.01%	642
2015 Q4	$62K	Buy	+1,208	New	+$62.2K	0.01%	660

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STPZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 992 shares — an estimated $51K sold.

Wealthspire Advisors (Maryland) first reported a position in STPZ in Q4 2015 and held it in 10 quarters. The position peaked at $64K in Q1 2017. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 992 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $51K.
Wealthspire Advisors (Maryland) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $64K in Q1 2017.
101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.