EFG Asset Management (Americas)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

EFG Asset Management (Americas)’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,020	Closed	-$201K	–	118
2019 Q4	$201K	Hold	2,020	–	–	0.05%	122
2019 Q3	$202K	Hold	2,020	–	–	0.06%	116
2019 Q2	$203K	Hold	2,020	–	–	0.06%	113
2019 Q1	$202K	Buy	+2,020	New	+$199K	0.06%	114
2018 Q4	–	Sell	-2,020	Closed	-$203K	–	110
2018 Q3	$203K	Hold	2,020	–	–	0.06%	109
2018 Q2	$201K	Hold	2,020	–	–	0.06%	119
2018 Q1	$201K	Hold	2,020	–	–	0.08%	116
2017 Q4	$203K	Buy	+2,020	New	+$204K	0.07%	129
2015 Q2	–	Sell	-828	Closed	-$84K	–	119
2015 Q1	$84K	Buy	828 +233	+39%	+$23.7K	0.07%	97
2014 Q4	$60K	Buy	+595	New	+$61.4K	0.04%	142
2014 Q1	–	Sell	-290	Closed	-$30.8K	–	139
2013 Q4	$30.8K	Buy	+290	New	+$30.8K	0.03%	94

Other funds holding HYS

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EFG Asset Management (Americas)'s HYS Position: Q1 2020 in Review

EFG Asset Management (Americas) sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2020, closing a stake of 2,020 shares — an estimated $201K sold.

EFG Asset Management (Americas) first reported a position in HYS in Q4 2013 and held it in 11 quarters. The position peaked at $203K in Q2 2019. 217 funds tracked by Wall St. Rank hold HYS as of Q1 2020.

EFG Asset Management (Americas) reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
EFG Asset Management (Americas) sold 2,020 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $201K.
EFG Asset Management (Americas) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2013 and held it in 11 quarters.
EFG Asset Management (Americas)'s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $203K in Q2 2019.
217 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2020, filed 8 May 2020.