ACA
BOND icon

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

Atlas Capital 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
2019
Q4 		– Sell
-1,330
Closed -$145K – 632
2019
Q3 		$145K Hold
1,330
– – 0.04% 365
2019
Q2 		$143K Buy
+1,330
New +$141K 0.05% 351

Other funds holding BOND

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Capital Advisors's BOND Position: Q4 2019 in Review

Atlas Capital Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2019, closing a stake of 1,330 shares — an estimated $145K sold.

Atlas Capital Advisors first reported a position in BOND in Q2 2019 and held it in 2 quarters. The position peaked at $145K in Q3 2019. 324 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

  • Atlas Capital Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,330 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2019, an estimated $145K.
  • Atlas Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 2 quarters.
  • Atlas Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $145K in Q3 2019.
  • 324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on Atlas Capital Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.