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Epstein & White Financial’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-2,808
Closed -$293K – 105
2018
Q1 		$293K Sell
2,808
-20,678
-88% -$2.16M 0.19% 83
2017
Q4 		$2.48M Buy
+23,486
New +$2.5M 1.43% 18

Other funds holding BOND

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epstein & White Financial's BOND Position: Q2 2018 in Review

Epstein & White Financial sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2018, closing a stake of 2,808 shares — an estimated $293K sold.

Epstein & White Financial first reported a position in BOND in Q4 2017 and held it in 2 quarters. The position peaked at $2.48M in Q4 2017. 228 funds tracked by Wall St. Rank hold BOND as of Q2 2018.

  • Epstein & White Financial reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,808 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2018, an estimated $293K.
  • Epstein & White Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
  • Epstein & White Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.48M in Q4 2017.
  • 228 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.