WA
STPZ icon

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

WFG Advisors’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
2016
Q4 		– Sell
-19
Closed -$1K – 1713
2016
Q3 		$1K Hold
19
– – ﹤0.01% 1499
2016
Q2 		$1K Hold
19
– – ﹤0.01% 1487
2016
Q1 		$1K Sell
19
-174
-90% -$8.98K ﹤0.01% 1450
2015
Q4 		$10K Buy
193
+174
+916% +$8.95K ﹤0.01% 1083
2015
Q3 		$1K Hold
19
– – ﹤0.01% 1521
2015
Q2 		$1K Hold
19
– – ﹤0.01% 1587
2015
Q1 		$1K Hold
19
– – ﹤0.01% 1663
2014
Q4 		$1K Hold
19
– – ﹤0.01% 1990
2014
Q3 		$1K Hold
19
– – ﹤0.01% 2008
2014
Q2 		$1K Hold
19
– – ﹤0.01% 1921
2014
Q1 		$1K Sell
19
-65
-77% -$3.45K ﹤0.01% 1912
2013
Q4 		$4K Sell
84
-1,602
-95% -$85K ﹤0.01% 1818
2013
Q3 		$89K Hold
1,686
– – 0.01% 738
2013
Q2 		$89K Buy
+1,686
New +$90.3K 0.01% 699

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return