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Clear Perspective Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-31
Closed -$3K – 172
2018
Q2 		$3K Buy
+31
New +$3.19K ﹤0.01% 437

Other funds holding BOND

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Perspective Advisors's BOND Position: Q3 2018 in Review

Clear Perspective Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2018, closing a stake of 31 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in BOND in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 224 funds tracked by Wall St. Rank hold BOND as of Q3 2018.

  • Clear Perspective Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 31 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2018, an estimated $3K.
  • Clear Perspective Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3K in Q2 2018.
  • 224 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.