Winslow Evans & Crocker’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Buy	+115	New	+$6.18K	﹤0.01%	1064
2017 Q3	–	Sell	-233	Closed	-$12.2K	–	1245
2017 Q2	$12.2K	Sell	233 -1	-0.4%	-$52	﹤0.01%	875
2017 Q1	$12.3K	Hold	234	–	–	﹤0.01%	848
2016 Q4	$12.2K	Hold	234	–	–	﹤0.01%	832
2016 Q3	$12.3K	Sell	234 -194	-45%	-$10.2K	﹤0.01%	850
2016 Q2	$22.6K	Sell	428 -341	-44%	-$17.9K	0.01%	674
2016 Q1	$40.3K	Sell	769 -111	-13%	-$5.73K	0.01%	551
2015 Q4	$45.2K	Hold	880	–	–	0.01%	556
2015 Q3	$45.4K	Buy	880 +84	+11%	+$4.35K	0.01%	537
2015 Q2	$41.5K	Buy	+796	New	+$41.5K	0.01%	587

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Winslow Evans & Crocker's STPZ Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2020: 115 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in STPZ as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in STPZ in Q2 2015 and has held it in 10 quarters since. The position peaked at $45.4K in Q3 2015. 98 funds tracked by Wall St. Rank hold STPZ as of Q4 2020.

Winslow Evans & Crocker held 115 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $6K as of Q4 2020.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Winslow Evans & Crocker position in Q4 2020.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1064 holding.
Winslow Evans & Crocker first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2015 and has held it in 10 quarters since.
Winslow Evans & Crocker's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $45.4K in Q3 2015.
98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.