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

Doyle 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
2019 Q3	–	Sell	-95	Closed	-$10K	–	267
2019 Q2	$10K	Buy	+95	New	+$10.1K	﹤0.01%	626
2019 Q1	–	Sell	-95	Closed	-$10K	–	255
2018 Q4	$10K	Buy	+95	New	+$9.65K	﹤0.01%	617

Other funds holding BOND

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Doyle Wealth Management's BOND Position: Q3 2019 in Review

Doyle Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2019, closing a stake of 95 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in BOND in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 274 funds tracked by Wall St. Rank hold BOND as of Q3 2019.

Doyle Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 95 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $10K in Q2 2019.
274 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.