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Concert Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-7,031
Closed -$760K – 519
2016
Q3 		$760K Buy
7,031
+2,305
+49% +$248K 0.09% 277
2016
Q2 		$506K Buy
4,726
+492
+12% +$52.2K 0.07% 345
2016
Q1 		$448K Buy
4,234
+1,778
+72% +$186K 0.06% 374
2015
Q4 		$257K Sell
2,456
-541
-18% -$57.2K 0.03% 516
2015
Q3 		$315K Buy
2,997
+438
+17% +$46.8K 0.04% 463
2015
Q2 		$273K Buy
+2,559
New +$277K 0.04% 540
2015
Q1 		– Sell
-10,897
Closed -$1.17M – 502
2014
Q4 		$1.17M Buy
10,897
+2,723
+33% +$297K 0.18% 144
2014
Q3 		$888K Sell
8,174
-71
-0.9% -$7.74K 0.12% 150
2014
Q2 		$886K Sell
8,245
-226
-3% -$24.4K 0.11% 157
2014
Q1 		$903K Sell
8,471
-22,150
-72% -$2.35M 0.11% 157
2013
Q4 		$3.21M Sell
30,621
-2,731
-8% -$289K 0.41% 17
2013
Q3 		$3.53M Buy
33,352
+23,570
+241% +$2.48M 0.5% 13
2013
Q2 		$1.03M Buy
+9,782
New +$1.07M 0.15% 99

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Concert Wealth Management's BOND Position: Q4 2016 in Review

Concert Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2016, closing a stake of 7,031 shares — an estimated $760K sold.

Concert Wealth Management first reported a position in BOND in Q2 2013 and held it in 13 quarters. The position peaked at $3.53M in Q3 2013. 182 funds tracked by Wall St. Rank hold BOND as of Q4 2016.

  • Concert Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,031 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2016, an estimated $760K.
  • Concert Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.53M in Q3 2013.
  • 182 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.