CLA (CliftonLarsonAllen) Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2015 Q3	–	Sell	-3,579	Closed	-$383K	–	110
2015 Q2	$383K	Buy	+3,579	New	+$387K	0.08%	123
2013 Q4	–	Sell	-21,192	Closed	-$2.24M	–	77
2013 Q3	$2.24M	Buy	+21,192	New	+$2.23M	0.61%	33

Other funds holding BOND

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

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

BCI

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFA

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

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

CLA (CliftonLarsonAllen) Wealth Advisors's BOND Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2015, closing a stake of 3,579 shares — an estimated $383K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BOND in Q3 2013 and held it in 2 quarters. The position peaked at $2.24M in Q3 2013. 171 funds tracked by Wall St. Rank hold BOND as of Q3 2015.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 3,579 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2015, an estimated $383K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2013 and held it in 2 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.24M in Q3 2013.
171 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.