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Windsor Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Windsor Capital Management’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
2019
Q2 		– Sell
-3,952
Closed -$204K – 124
2019
Q1 		$204K Sell
3,952
-370
-9% -$19K 0.1% 114
2018
Q4 		$219K Sell
4,322
-4,347
-50% -$222K 0.11% 107
2018
Q3 		$444K Buy
8,669
+4,072
+89% +$209K 0.2% 87
2018
Q2 		$237K Sell
4,597
-39
-0.8% -$2.02K 0.11% 108
2018
Q1 		$241K Sell
4,636
-1,219
-21% -$63.2K 0.11% 107
2017
Q4 		$304K Buy
5,855
+413
+8% +$21.5K 0.14% 97
2017
Q3 		$283K Hold
5,442
– – 0.14% 97
2017
Q2 		$283K Buy
5,442
+213
+4% +$11.2K 0.14% 99
2017
Q1 		$276K Buy
+5,229
New +$275K 0.14% 99
2016
Q2 		– Sell
-4,047
Closed -$211K – 110
2016
Q1 		$211K Sell
4,047
-600
-13% -$31K 0.13% 102
2015
Q4 		$238K Sell
4,647
-306
-6% -$15.7K 0.15% 99
2015
Q3 		$255K Sell
4,953
-1,119
-18% -$57.9K 0.15% 96
2015
Q2 		$317K Sell
6,072
-928
-13% -$48.4K 0.18% 91
2015
Q1 		$363K Sell
7,000
-850
-11% -$44.1K 0.21% 78
2014
Q4 		$406K Sell
7,850
-1,391
-15% -$72.9K 0.23% 68
2014
Q3 		$486K Sell
9,241
-519
-5% -$27.6K 0.28% 51
2014
Q2 		$523K Sell
9,760
-1,886
-16% -$101K 0.29% 50
2014
Q1 		$617K Sell
11,646
-296
-2% -$15.7K 0.37% 49
2013
Q4 		$632K Sell
11,942
-1,141
-9% -$60.6K 0.37% 47
2013
Q3 		$694K Sell
13,083
-2,853
-18% -$151K 0.4% 46
2013
Q2 		$839K Buy
+15,936
New +$854K 0.5% 40

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Windsor Capital Management's STPZ Position: Q2 2019 in Review

Windsor Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 3,952 shares — an estimated $204K sold.

Windsor Capital Management first reported a position in STPZ in Q2 2013 and held it in 21 quarters. The position peaked at $839K in Q2 2013. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • Windsor Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Windsor Capital Management sold 3,952 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $204K.
  • Windsor Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 21 quarters.
  • Windsor Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $839K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Windsor Capital Management's 13F filing for Q2 2019, filed 2 Aug 2019.