PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 99 filers reported holding PIMCO ETF TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $488,000 | +6.3% | 9,464 | +8.6% | 0.01% | +12.5% |
Q3 2014 | $459,000 | +102.2% | 8,712 | +105.1% | 0.01% | +100.0% |
Q2 2014 | $227,000 | -7.3% | 4,247 | -8.5% | 0.00% | -20.0% |
Q1 2014 | $245,000 | +4.3% | 4,642 | +4.4% | 0.01% | +25.0% |
Q3 2013 | $235,000 | +10.8% | 4,445 | +10.2% | 0.00% | -20.0% |
Q2 2013 | $212,000 | – | 4,032 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Archvest Wealth Advisors, Inc. | 238,967 | $11,996,198 | 4.90% |
Hudson Portfolio Management LLC | 38,663 | $1,936,630 | 2.20% |
Ameritas Advisory Services, LLC | 815,151 | $40,830,882 | 2.04% |
Kelman-Lazarov, Inc. | 117,026 | $5,861,832 | 1.39% |
MAS Advisors LLC | 18,054 | $904,344 | 1.29% |
Signify Wealth | 9,901 | $495,941 | 0.67% |
Bleakley Financial Group, LLC | 359,069 | $17,985,776 | 0.63% |
Simplicity Solutions, LLC | 359,069 | $17,985,776 | 0.58% |
Lutz Financial Services LLC | 102,690 | $5,143,742 | 0.56% |
Essential Planning, LLC. | 19,847 | $994,118 | 0.55% |