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

Wedbush Securities’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
2017 Q4	–	Sell	-4,336	Closed	-$226K	–	898
2017 Q3	$226K	Hold	4,336	–	–	0.03%	657
2017 Q2	$226K	Buy	+4,336	New	+$227K	0.03%	653
2015 Q1	–	Sell	-4,085	Closed	-$211K	–	777
2014 Q4	$211K	Buy	4,085 +50	+1%	+$2.62K	0.03%	547
2014 Q3	$212K	Hold	4,035	–	–	0.03%	530
2014 Q2	$216K	Hold	4,035	–	–	0.03%	506
2014 Q1	$214K	Sell	4,035 -70	-2%	-$3.71K	0.04%	489
2013 Q4	$217K	Hold	4,105	–	–	0.05%	440
2013 Q3	$218K	Hold	4,105	–	–	0.06%	403
2013 Q2	$216K	Buy	+4,105	New	+$220K	0.06%	392

Other funds holding STPZ

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

BCI

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

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

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

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

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

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

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

Wedbush Securities's STPZ Position: Q4 2017 in Review

Wedbush Securities sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2017, closing a stake of 4,336 shares — an estimated $226K sold.

Wedbush Securities first reported a position in STPZ in Q2 2013 and held it in 9 quarters. The position peaked at $226K in Q3 2017. 106 funds tracked by Wall St. Rank hold STPZ as of Q4 2017.

Wedbush Securities reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
Wedbush Securities sold 4,336 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2017, an estimated $226K.
Wedbush Securities first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 9 quarters.
Wedbush Securities's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $226K in Q3 2017.
106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2017.

Based on Wedbush Securities's 13F filing for Q4 2017, filed 9 Feb 2018.