Buffington Mohr McNeal’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Buffington Mohr McNeal’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
2019 Q2	–	Sell	-310	Closed	-$33K	–	140
2019 Q1	$33K	Buy	+310	New	+$32.2K	0.01%	207
2014 Q4	–	Sell	-1,070	Closed	-$116K	–	80
2014 Q3	$116K	Sell	1,070 -190	-15%	-$20.7K	0.07%	70
2014 Q2	$137K	Hold	1,260	–	–	0.08%	68
2014 Q1	$134K	Hold	1,260	–	–	0.08%	67
2013 Q4	$132K	Sell	1,260 -30	-2%	-$3.18K	0.08%	67
2013 Q3	$137K	Sell	1,290 -695	-35%	-$73K	0.09%	69
2013 Q2	$209K	Buy	+1,985	New	+$217K	0.14%	60

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

KFA

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

BCI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RMC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buffington Mohr McNeal's BOND Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2019, closing a stake of 310 shares — an estimated $33K sold.

Buffington Mohr McNeal first reported a position in BOND in Q2 2013 and held it in 7 quarters. The position peaked at $209K in Q2 2013. 256 funds tracked by Wall St. Rank hold BOND as of Q2 2019.

Buffington Mohr McNeal reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 310 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2019, an estimated $33K.
Buffington Mohr McNeal first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 7 quarters.
Buffington Mohr McNeal's PIMCO Active Bond Exchange-Traded Fund position peaked at $209K in Q2 2013.
256 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.