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Brouwer & Janachowski’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Brouwer & Janachowski’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
-3,846
Closed -$419K – 53
2014
Q2 		$419K Buy
3,846
+110
+3% +$11.9K 0.2% 37
2014
Q1 		$398K Buy
3,736
+232
+7% +$24.6K 0.2% 39
2013
Q4 		$367K Buy
+3,504
New +$371K 0.18% 42

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 $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brouwer & Janachowski's BOND Position: Q3 2014 in Review

Brouwer & Janachowski sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2014, closing a stake of 3,846 shares — an estimated $419K sold.

Brouwer & Janachowski first reported a position in BOND in Q4 2013 and held it in 3 quarters. The position peaked at $419K in Q2 2014. 181 funds tracked by Wall St. Rank hold BOND as of Q3 2014.

  • Brouwer & Janachowski reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 3,846 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2014, an estimated $419K.
  • Brouwer & Janachowski first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 3 quarters.
  • Brouwer & Janachowski's PIMCO Active Bond Exchange-Traded Fund position peaked at $419K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2014.

Based on Brouwer & Janachowski's 13F filing for Q3 2014, filed 14 Nov 2014.