Braver Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Braver Wealth 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
2016 Q4	$9.74M	Sell	93,587 -8,047	-8%	-$847K	1.58%	12
2016 Q3	$11M	Buy	101,634 +4,014	+4%	+$432K	1.84%	12
2016 Q2	$10.5M	Buy	97,620 +12,663	+15%	+$1.34M	1.79%	14
2016 Q1	$8.96M	Sell	84,957 -1,617	-2%	-$169K	1.47%	15
2015 Q4	$9.02M	Buy	86,574 +61,689	+248%	+$6.52M	1.86%	14
2015 Q3	$2.62M	Buy	+24,885	New	+$2.66M	0.65%	40

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Braver Wealth Management's BOND Position: Q4 2016 in Review

Braver Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.9% in Q4 2016, selling an estimated $847K and leaving 93,587 shares worth $9.74M. The position accounts for 1.58% of the portfolio, ranked #12.

Braver Wealth Management first reported a position in BOND in Q3 2015 and has held it in 6 quarters since. The position peaked at $11M in Q3 2016. 182 funds tracked by Wall St. Rank hold BOND as of Q4 2016.

Braver Wealth Management held 93,587 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.74M as of Q4 2016.
Braver Wealth Management sold 8,047 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2016, an estimated $847K.
PIMCO Active Bond Exchange-Traded Fund made up 1.58% of Braver Wealth Management's portfolio in Q4 2016, its #12 holding.
Braver Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2015 and has held it in 6 quarters since.
Braver Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $11M in Q3 2016.
182 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.