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Aris Wealth Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Aris Wealth Services’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
2015
Q3 		$54K Sell
516
-163
-24% -$17.4K 0.11% 81
2015
Q2 		$73K Hold
679
– – 0.07% 168
2015
Q1 		$75K Buy
+679
New +$74.3K 0.07% 169

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Aris Wealth Services's BOND Position: Q3 2015 in Review

Aris Wealth Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 24% in Q3 2015, selling an estimated $17.4K and leaving 516 shares worth $54K. The position accounts for 0.11% of the portfolio, ranked #81.

Aris Wealth Services first reported a position in BOND in Q1 2015 and has held it in 3 quarters since. The position peaked at $75K in Q1 2015. 171 funds tracked by Wall St. Rank hold BOND as of Q3 2015.

  • Aris Wealth Services held 516 shares of PIMCO Active Bond Exchange-Traded Fund worth $54K as of Q3 2015.
  • Aris Wealth Services sold 163 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2015, an estimated $17.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Aris Wealth Services's portfolio in Q3 2015, its #81 holding.
  • Aris Wealth Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $75K in Q1 2015.
  • 171 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.