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Apriem Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Apriem Advisors’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
-620
Closed -$64K – 174
2018
Q2 		$64K Buy
+620
New +$63.8K 0.01% 221
2017
Q2 		– Sell
-970
Closed -$102K – 190
2017
Q1 		$102K Hold
970
– – 0.03% 171
2016
Q4 		$101K Sell
970
-150
-13% -$15.8K 0.03% 165
2016
Q3 		$121K Sell
1,120
-1,050
-48% -$113K 0.04% 145
2016
Q2 		$233K Sell
2,170
-300
-12% -$31.8K 0.08% 106
2016
Q1 		$261K Hold
2,470
– – 0.1% 81
2015
Q4 		$257K Hold
2,470
– – 0.09% 81
2015
Q3 		$260K Hold
2,470
– – 0.1% 81
2015
Q2 		$264K Hold
2,470
– – 0.09% 84
2015
Q1 		$272K Buy
2,470
+150
+6% +$16.4K 0.09% 85
2014
Q4 		$249K Sell
2,320
-1,250
-35% -$136K 0.09% 81
2014
Q3 		$388K Sell
3,570
-100
-3% -$10.9K 0.15% 75
2014
Q2 		$400K Hold
3,670
– – 0.15% 87
2014
Q1 		$391K Sell
3,670
-450
-11% -$47.8K 0.15% 90
2013
Q4 		$432K Sell
4,120
-100
-2% -$10.6K 0.17% 81
2013
Q3 		$447K Sell
4,220
-500
-11% -$52.5K 0.19% 77
2013
Q2 		$498K Buy
+4,720
New +$515K 0.24% 67

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
Morgan Stanley
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

Apriem Advisors's BOND Position: Q3 2018 in Review

Apriem Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2018, closing a stake of 620 shares — an estimated $64K sold.

Apriem Advisors first reported a position in BOND in Q2 2013 and held it in 17 quarters. The position peaked at $498K in Q2 2013. 224 funds tracked by Wall St. Rank hold BOND as of Q3 2018.

  • Apriem Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 620 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2018, an estimated $64K.
  • Apriem Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $498K in Q2 2013.
  • 224 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.