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BTS Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

BTS Asset 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
2013
Q4 		– Sell
-273
Closed -$29K – 5
2013
Q3 		$29K Hold
273
– – 0.15% 3
2013
Q2 		$29K Buy
+273
New +$29.8K 30.53% 1

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BTS Asset Management's BOND Position: Q4 2013 in Review

BTS Asset Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2013, closing a stake of 273 shares — an estimated $29K sold.

BTS Asset Management first reported a position in BOND in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q3 2013. 201 funds tracked by Wall St. Rank hold BOND as of Q4 2013.

  • BTS Asset Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • BTS Asset Management sold 273 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2013, an estimated $29K.
  • BTS Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • BTS Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $29K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2013.

Based on BTS Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.