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

Baird’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
2014
Q3 		– Sell
-13,409
Closed -$1.46M – 1103
2014
Q2 		$1.46M Sell
13,409
-16,647
-55% -$1.8M 0.02% 565
2014
Q1 		$3.21M Sell
30,056
-4,149
-12% -$441K 0.05% 375
2013
Q4 		$3.58M Sell
34,205
-40,823
-54% -$4.32M 0.06% 341
2013
Q3 		$7.94M Sell
75,028
-6,709
-8% -$705K 0.15% 186
2013
Q2 		$8.62M Buy
+81,737
New +$8.92M 0.17% 168

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird's BOND Position: Q3 2014 in Review

Baird sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2014, closing a stake of 13,409 shares — an estimated $1.46M sold.

Baird first reported a position in BOND in Q2 2013 and held it in 5 quarters. The position peaked at $8.62M in Q2 2013. 181 funds tracked by Wall St. Rank hold BOND as of Q3 2014.

  • Baird reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Baird sold 13,409 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2014, an estimated $1.46M.
  • Baird first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 5 quarters.
  • Baird's PIMCO Active Bond Exchange-Traded Fund position peaked at $8.62M in Q2 2013.
  • 181 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.