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BB&T Investment Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

BB&T Investment 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
2017
Q4 		$75K Sell
702
-35
-5% -$3.72K 0.01% 480
2017
Q3 		$80K Buy
737
+60
+9% +$6.4K 0.02% 415
2017
Q2 		$73K Buy
677
+427
+171% +$45.2K 0.02% 388
2017
Q1 		$26K Hold
250
– – 0.01% 508
2016
Q4 		$26K Buy
+250
New +$26.3K 0.02% 379

Other funds holding BOND

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

BB&T Investment Services's BOND Position: Q4 2017 in Review

BB&T Investment Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.7% in Q4 2017, selling an estimated $3.72K and leaving 702 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #480.

BB&T Investment Services first reported a position in BOND in Q4 2016 and has held it in 5 quarters since. The position peaked at $80K in Q3 2017. 220 funds tracked by Wall St. Rank hold BOND as of Q4 2017.

  • BB&T Investment Services held 702 shares of PIMCO Active Bond Exchange-Traded Fund worth $75K as of Q4 2017.
  • BB&T Investment Services sold 35 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2017, an estimated $3.72K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #480 holding.
  • BB&T Investment Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $80K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.