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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 $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return

WFG Advisors's STPZ Position: Q4 2016 in Review

WFG Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

WFG Advisors first reported a position in STPZ in Q2 2013 and held it in 14 quarters. The position peaked at $89K in Q3 2013. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2016.

  • WFG Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 19 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $89K in Q3 2013.
  • 105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.