Evercore Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is STPZ and the CUSIP is 72201R205. A total of 114 filers reported holding PIMCO ETF TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2017$166,000
-0.6%
3,2000.0%0.01%
-14.3%
Q3 2017$167,0000.0%3,2000.0%0.01%
+16.7%
Q2 2017$167,000
-1.2%
3,2000.0%0.01%
-14.3%
Q1 2017$169,000
+0.6%
3,2000.0%0.01%0.0%
Q4 2016$168,000
-0.6%
3,2000.0%0.01%0.0%
Q3 2016$169,0000.0%3,2000.0%0.01%0.0%
Q2 2016$169,000
+0.6%
3,2000.0%0.01%0.0%
Q1 2016$168,000
+2.4%
3,2000.0%0.01%
-12.5%
Q4 2015$164,000
-0.6%
3,2000.0%0.01%0.0%
Q3 2015$165,000
-1.2%
3,2000.0%0.01%0.0%
Q2 2015$167,000
+0.6%
3,2000.0%0.01%0.0%
Q1 2015$166,0003,2000.01%
Other shareholders
PIMCO ETF TR shareholders Q1 2017
NameSharesValueWeighting ↓
Parkside Advisors LLC 211,207$11,181,0008.58%
Mosaic Financial Partners, Inc. 218,922$11,590,0008.29%
D. SCOTT NEAL, INC. 155,065$8,209,0006.90%
Twele Capital Management, Inc. 286,290$15,156,0004.59%
Courage Miller Partners, LLC 95,368$5,049,0003.97%
Arbor Investment Advisors, LLC 130,911$6,930,0003.97%
MACROVIEW INVESTMENT MANAGEMENT LLC 48,456$2,565,0003.89%
Destination Wealth Management 675,433$35,757,0003.83%
Live Your Vision, LLC 124,985$6,617,0003.50%
D'Orazio & Associates, Inc. 78,503$4,156,0003.27%
View complete list of PIMCO ETF TR shareholders