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Cornerstone Financial Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cornerstone Financial Partners’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
Q1 		– Sell
-17,038
Closed -$1.78M – 154
2015
Q4 		$1.78M Buy
+17,038
New +$1.8M 0.66% 42

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Morgan Stanley
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Financial Partners's BOND Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2016, closing a stake of 17,038 shares — an estimated $1.78M sold.

Cornerstone Financial Partners first reported a position in BOND in Q4 2015 and held it in 1 quarter. The position peaked at $1.78M in Q4 2015. 193 funds tracked by Wall St. Rank hold BOND as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 17,038 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2016, an estimated $1.78M.
  • Cornerstone Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.78M in Q4 2015.
  • 193 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.