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Chicago Partners Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-103
Closed -$10K – 401
2018
Q3 		$10K Buy
+103
New +$10.6K ﹤0.01% 812

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Bank of America
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Wells Fargo
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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Chicago Partners Investment Group's BOND Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2018, closing a stake of 103 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in BOND in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 233 funds tracked by Wall St. Rank hold BOND as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 103 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2018, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $10K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.