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Blume Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Blume Capital Management’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
-2,110
Closed -$230K – 192
2014
Q2 		$230K Buy
2,110
+430
+26% +$46.4K 0.18% 49
2014
Q1 		$179K Hold
1,680
– – 0.14% 51
2013
Q4 		$176K Buy
+1,680
New +$178K 0.15% 50

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return

Blume Capital Management's BOND Position: Q3 2014 in Review

Blume Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2014, closing a stake of 2,110 shares — an estimated $230K sold.

Blume Capital Management first reported a position in BOND in Q4 2013 and held it in 3 quarters. The position peaked at $230K in Q2 2014. 181 funds tracked by Wall St. Rank hold BOND as of Q3 2014.

  • Blume Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Blume Capital Management sold 2,110 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2014, an estimated $230K.
  • Blume Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 3 quarters.
  • Blume Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $230K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2014.

Based on Blume Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.