American Economic Planning Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

American Economic Planning Group’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,477	Closed	-$349K	–	76
2018 Q1	$349K	Hold	3,477	–	–	0.13%	57
2017 Q4	$347K	Hold	3,477	–	–	0.13%	57
2017 Q3	$354K	Hold	3,477	–	–	0.13%	49
2017 Q2	$352K	Hold	3,477	–	–	0.14%	50
2017 Q1	$353K	Hold	3,477	–	–	0.14%	47
2016 Q4	$342K	Hold	3,477	–	–	0.15%	38
2016 Q3	$335K	Hold	3,477	–	–	0.13%	37
2016 Q2	$334K	Hold	3,477	–	–	0.13%	35
2016 Q1	$315K	Hold	3,477	–	–	0.13%	37
2015 Q4	$328K	Hold	3,477	–	–	0.13%	36
2015 Q3	$339K	Hold	3,477	–	–	0.15%	28
2015 Q2	$354K	Hold	3,477	–	–	0.15%	29
2015 Q1	$354K	Buy	+3,477	New	+$353K	0.13%	29

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Economic Planning Group's HYS Position: Q2 2018 in Review

American Economic Planning Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2018, closing a stake of 3,477 shares — an estimated $349K sold.

American Economic Planning Group first reported a position in HYS in Q1 2015 and held it in 13 quarters. The position peaked at $354K in Q3 2017. 216 funds tracked by Wall St. Rank hold HYS as of Q2 2018.

American Economic Planning Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
American Economic Planning Group sold 3,477 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $349K.
American Economic Planning Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2015 and held it in 13 quarters.
American Economic Planning Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $354K in Q3 2017.
216 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.