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Accuvest Global Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Accuvest Global Advisors’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-38,980
Closed -$4.13M – 73
2013
Q3 		$4.13M Sell
38,980
-18,240
-32% -$1.92M 1.05% 21
2013
Q2 		$6.04M Buy
+57,220
New +$6.24M 1.33% 22

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accuvest Global Advisors's BOND Position: Q4 2013 in Review

Accuvest Global Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2013, closing a stake of 38,980 shares — an estimated $4.13M sold.

Accuvest Global Advisors first reported a position in BOND in Q2 2013 and held it in 2 quarters. The position peaked at $6.04M in Q2 2013. 201 funds tracked by Wall St. Rank hold BOND as of Q4 2013.

  • Accuvest Global Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 38,980 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2013, an estimated $4.13M.
  • Accuvest Global Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • Accuvest Global Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.04M in Q2 2013.
  • 201 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2013.

Based on Accuvest Global Advisors's 13F filing for Q4 2013, filed 16 Jan 2014.