CIA
BOND icon

Capital Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Capital Investment Advisors’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
-20,703
Closed -$2.26M – 387
2014
Q2 		$2.26M Buy
20,703
+13,450
+185% +$1.45M 0.26% 97
2014
Q1 		$774K Buy
+7,253
New +$771K 0.1% 187

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 $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors's BOND Position: Q3 2014 in Review

Capital Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2014, closing a stake of 20,703 shares — an estimated $2.26M sold.

Capital Investment Advisors first reported a position in BOND in Q1 2014 and held it in 2 quarters. The position peaked at $2.26M in Q2 2014. 181 funds tracked by Wall St. Rank hold BOND as of Q3 2014.

  • Capital Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Capital Investment Advisors sold 20,703 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2014, an estimated $2.26M.
  • Capital Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2014 and held it in 2 quarters.
  • Capital Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.26M in Q2 2014.
  • 181 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2014.

Based on Capital Investment Advisors's 13F filing for Q3 2014, filed 24 Oct 2014.