Avalon Investment & Advisory’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Avalon Investment & Advisory’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 Q1	–	Sell	-52,952	Closed	-$5.32M	–	359
2017 Q4	$5.32M	Buy	+52,952	New	+$5.34M	0.17%	144

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Avalon Investment & Advisory's HYS Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2018, closing a stake of 52,952 shares — an estimated $5.32M sold.

Avalon Investment & Advisory first reported a position in HYS in Q4 2017 and held it in 1 quarter. The position peaked at $5.32M in Q4 2017. 215 funds tracked by Wall St. Rank hold HYS as of Q1 2018.

Avalon Investment & Advisory reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
Avalon Investment & Advisory sold 52,952 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2018, an estimated $5.32M.
Avalon Investment & Advisory first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
Avalon Investment & Advisory's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5.32M in Q4 2017.
215 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.