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Allen Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Allen Investment Management’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
2017
Q1 		– Sell
-18,326
Closed -$1.91M – 211
2016
Q4 		$1.91M Hold
18,326
– – 0.11% 69
2016
Q3 		$1.98M Hold
18,326
– – 0.13% 64
2016
Q2 		$1.97M Buy
18,326
+1,800
+11% +$191K 0.14% 63
2016
Q1 		$1.74M Hold
16,526
– – 0.14% 64
2015
Q4 		$1.72M Hold
16,526
– – 0.14% 64
2015
Q3 		$1.74M Hold
16,526
– – 0.17% 74
2015
Q2 		$1.77M Sell
16,526
-4,084
-20% -$442K 0.17% 67
2015
Q1 		$2.27M Hold
20,610
– – 0.17% 70
2014
Q4 		$2.21M Sell
20,610
-44,309
-68% -$4.83M 0.17% 72
2014
Q3 		$7.05M Buy
64,919
+24,150
+59% +$2.63M 0.58% 46
2014
Q2 		$4.44M Buy
40,769
+3,240
+9% +$350K 0.47% 52
2014
Q1 		$4M Buy
37,529
+15,100
+67% +$1.6M 0.62% 42
2013
Q4 		$2.35M Sell
22,429
-3,400
-13% -$360K 0.5% 41
2013
Q3 		$2.73M Hold
25,829
– – 0.75% 20
2013
Q2 		$2.72M Buy
+25,829
New +$2.82M 1.05% 17

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Allen Investment Management's BOND Position: Q1 2017 in Review

Allen Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2017, closing a stake of 18,326 shares — an estimated $1.91M sold.

Allen Investment Management first reported a position in BOND in Q2 2013 and held it in 15 quarters. The position peaked at $7.05M in Q3 2014. 183 funds tracked by Wall St. Rank hold BOND as of Q1 2017.

  • Allen Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
  • Allen Investment Management sold 18,326 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2017, an estimated $1.91M.
  • Allen Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 15 quarters.
  • Allen Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.05M in Q3 2014.
  • 183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2017.

Based on Allen Investment Management's 13F filing for Q1 2017, filed 15 May 2017.