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WealthTrust Fairport’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

WealthTrust Fairport’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
Q1 		$0 Hold
1
– – ﹤0.01% 461
2018
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 506

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

WealthTrust Fairport's STPZ Position: Q1 2019 in Review

WealthTrust Fairport held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q1 2019 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #461.

WealthTrust Fairport first reported a position in STPZ in Q4 2018 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold STPZ as of Q1 2019.

  • WealthTrust Fairport held 1 share of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $0 as of Q1 2019.
  • WealthTrust Fairport left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2019.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #461 holding.
  • WealthTrust Fairport first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.