Winslow Evans & Crocker’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Winslow Evans & Crocker’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
2016 Q4	–	Sell	-320	Closed	-$22.8K	–	1286
2016 Q3	$22.8K	Sell	320 -226	-41%	-$16K	0.01%	704
2016 Q2	$37.9K	Buy	546 +1	+0.2%	+$67	0.01%	580
2016 Q1	$36.4K	Sell	545 -1	-0.2%	-$63	0.01%	568
2015 Q4	$33.2K	Hold	546	–	–	0.01%	623
2015 Q3	$33.2K	Sell	546 -830	-60%	-$52.3K	0.01%	587
2015 Q2	$86.8K	Buy	1,376 +400	+41%	+$26.2K	0.02%	445
2015 Q1	$66.6K	Buy	976 +470	+93%	+$32.2K	0.02%	495
2014 Q4	$33.9K	Buy	506 +186	+58%	+$12.2K	0.01%	615
2014 Q3	$20.3K	Buy	+320	New	+$20.9K	0.01%	737

Other funds holding LTPZ

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Winslow Evans & Crocker's LTPZ Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2016, closing a stake of 320 shares — an estimated $22.8K sold.

Winslow Evans & Crocker first reported a position in LTPZ in Q3 2014 and held it in 9 quarters. The position peaked at $86.8K in Q2 2015. 30 funds tracked by Wall St. Rank hold LTPZ as of Q4 2016.

Winslow Evans & Crocker reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 320 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2016, an estimated $22.8K.
Winslow Evans & Crocker first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 9 quarters.
Winslow Evans & Crocker's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $86.8K in Q2 2015.
30 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.