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Apriem Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Apriem Advisors’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
2016
Q3 		– Sell
-41
Closed -$4K – 613
2016
Q2 		$4K Buy
+41
New +$3.9K ﹤0.01% 491
2015
Q2 		– Sell
-147
Closed -$15K – 648
2015
Q1 		$15K Hold
147
– – 0.01% 364
2014
Q4 		$15K Buy
+147
New +$15.2K 0.01% 332

Other funds holding HYS

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apriem Advisors's HYS Position: Q3 2016 in Review

Apriem Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2016, closing a stake of 41 shares — an estimated $4K sold.

Apriem Advisors first reported a position in HYS in Q4 2014 and held it in 3 quarters. The position peaked at $15K in Q1 2015. 164 funds tracked by Wall St. Rank hold HYS as of Q3 2016.

  • Apriem Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 41 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2016, an estimated $4K.
  • Apriem Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2014 and held it in 3 quarters.
  • Apriem Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $15K in Q1 2015.
  • 164 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.