FANJ
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Financial Architects (New Jersey)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-375
Closed -$40K – 1447
2016
Q2 		$40K Sell
375
-150
-29% -$15.9K 0.01% 599
2016
Q1 		$55K Buy
+525
New +$54.8K 0.02% 379
2015
Q3 		– Sell
-375
Closed -$40K – 297
2015
Q2 		$40K Hold
375
– – 0.01% 483
2015
Q1 		$41K Sell
375
-481
-56% -$52.6K 0.02% 429
2014
Q4 		$92K Buy
856
+481
+128% +$52.4K 0.04% 261
2014
Q3 		$41K Hold
375
– – 0.02% 336
2014
Q2 		$41K Buy
+375
New +$40.5K 0.02% 353
2013
Q4 		– Sell
-375
Closed -$40K – 204
2013
Q3 		$40K Sell
375
-300
-44% -$31.5K 0.03% 270
2013
Q2 		$71K Buy
+675
New +$73.6K 0.05% 202

Other funds holding BOND

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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