Winslow Evans & Crocker’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Winslow Evans & Crocker’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-200	Closed	-$10K	–	1184
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	791
2017 Q4	$10.1K	Hold	200	–	–	﹤0.01%	809
2017 Q3	$10.1K	Hold	200	–	–	﹤0.01%	820
2017 Q2	$10.1K	Hold	200	–	–	﹤0.01%	912
2017 Q1	$10.1K	Hold	200	–	–	﹤0.01%	891
2016 Q4	$10.1K	Hold	200	–	–	﹤0.01%	878
2016 Q3	$10.2K	Hold	200	–	–	﹤0.01%	900
2016 Q2	$10.3K	Hold	200	–	–	﹤0.01%	870
2016 Q1	$10.2K	Hold	200	–	–	﹤0.01%	874
2015 Q4	$10.1K	Hold	200	–	–	﹤0.01%	906
2015 Q3	$10.2K	Hold	200	–	–	﹤0.01%	884
2015 Q2	$10.2K	Hold	200	–	–	﹤0.01%	927
2015 Q1	$10.2K	Hold	200	–	–	﹤0.01%	876
2014 Q4	$10.2K	Sell	200 -200	-50%	-$10.2K	﹤0.01%	881
2014 Q3	$20.4K	Buy	+400	New	+$20.4K	0.01%	735

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Winslow Evans & Crocker's TUZ Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in TUZ in Q3 2014 and held it in 15 quarters. The position peaked at $20.4K in Q3 2014. 30 funds tracked by Wall St. Rank hold TUZ as of Q2 2018.

Winslow Evans & Crocker reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 200 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2018, an estimated $10K.
Winslow Evans & Crocker first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2014 and held it in 15 quarters.
Winslow Evans & Crocker's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $20.4K in Q3 2014.
30 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.