AWM
DI

AE Wealth Management’s PIMCO Diversified Income Active Exchange-Traded Fund DI Stock Holding History

AE Wealth Management’s Portfolio DI Stock Details DI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,568
Closed -$329K – 391
2017
Q1 		$329K Buy
+6,568
New +$327K 0.06% 204

AE Wealth Management's DI Position: Q2 2017 in Review

AE Wealth Management sold out of PIMCO Diversified Income Active Exchange-Traded Fund (DI) in Q2 2017, closing a stake of 6,568 shares — an estimated $329K sold.

AE Wealth Management first reported a position in DI in Q1 2017 and held it in 1 quarter. The position peaked at $329K in Q1 2017. 0 funds tracked by Wall St. Rank hold DI as of Q2 2017.

  • AE Wealth Management reported no remaining PIMCO Diversified Income Active Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
  • AE Wealth Management sold 6,568 PIMCO Diversified Income Active Exchange-Traded Fund shares in Q2 2017, an estimated $329K.
  • AE Wealth Management first reported a position in PIMCO Diversified Income Active Exchange-Traded Fund in Q1 2017 and held it in 1 quarter.
  • AE Wealth Management's PIMCO Diversified Income Active Exchange-Traded Fund position peaked at $329K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held PIMCO Diversified Income Active Exchange-Traded Fund as of Q2 2017.

Based on AE Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.