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Windhaven Investment Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Windhaven Investment Management’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,327
Closed -$514K – 46
2013
Q4 		$514K Buy
+9,327
New +$523K ﹤0.01% 40

Other funds holding TIPZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Windhaven Investment Management's TIPZ Position: Q1 2014 in Review

Windhaven Investment Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2014, closing a stake of 9,327 shares — an estimated $514K sold.

Windhaven Investment Management first reported a position in TIPZ in Q4 2013 and held it in 1 quarter. The position peaked at $514K in Q4 2013. 21 funds tracked by Wall St. Rank hold TIPZ as of Q1 2014.

  • Windhaven Investment Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Windhaven Investment Management sold 9,327 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2014, an estimated $514K.
  • Windhaven Investment Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 1 quarter.
  • Windhaven Investment Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $514K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2014.

Based on Windhaven Investment Management's 13F filing for Q1 2014, filed 15 May 2014.