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AllSquare Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

AllSquare Wealth 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
2018
Q3 		– Sell
-20
Closed -$2K – 473
2018
Q2 		$2K Sell
20
-315
-94% -$32.4K ﹤0.01% 442
2018
Q1 		$35K Hold
335
– – 0.03% 177
2017
Q4 		$36K Buy
+335
New +$35.6K 0.03% 168

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AllSquare Wealth Management's BOND Position: Q3 2018 in Review

AllSquare Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2018, closing a stake of 20 shares — an estimated $2K sold.

AllSquare Wealth Management first reported a position in BOND in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 224 funds tracked by Wall St. Rank hold BOND as of Q3 2018.

  • AllSquare Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 20 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2018, an estimated $2K.
  • AllSquare Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 3 quarters.
  • AllSquare Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $36K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.