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

Altium 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
Q2 		– Sell
-2,323
Closed -$242K – 264
2018
Q1 		$242K Sell
2,323
-3,726
-62% -$389K 0.1% 145
2017
Q4 		$643K Buy
+6,049
New +$643K 0.29% 61

Other funds holding BOND

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's BOND Position: Q2 2018 in Review

Altium Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2018, closing a stake of 2,323 shares — an estimated $242K sold.

Altium Wealth Management first reported a position in BOND in Q4 2017 and held it in 2 quarters. The position peaked at $643K in Q4 2017. 228 funds tracked by Wall St. Rank hold BOND as of Q2 2018.

  • Altium Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 2,323 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2018, an estimated $242K.
  • Altium Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $643K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.