WDL
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Well Done LLC’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-23
Closed -$1K – 429
2018
Q4 		$1K Buy
+23
New +$1.43K ﹤0.01% 712
2018
Q2 		– Sell
-23
Closed -$2K – 348
2018
Q1 		$2K Buy
+23
New +$1.53K ﹤0.01% 574

Other funds holding LTPZ

FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Well Done LLC's LTPZ Position: Q1 2019 in Review

Well Done LLC sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2019, closing a stake of 23 shares — an estimated $1K sold.

Well Done LLC first reported a position in LTPZ in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 51 funds tracked by Wall St. Rank hold LTPZ as of Q1 2019.

  • Well Done LLC reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 23 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $1K.
  • Well Done LLC first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2K in Q1 2018.
  • 51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.