FineMark National Bank & Trust’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

FineMark National Bank & Trust’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
2021 Q2	–	Sell	-2,700	Closed	-$296K	–	451
2021 Q1	$296K	Hold	2,700	–	–	0.01%	359
2020 Q4	$305K	Hold	2,700	–	–	0.01%	332
2020 Q3	$304K	Buy	+2,700	New	+$304K	0.01%	302
2013 Q3	–	Sell	-4,453	Closed	-$471K	–	1531
2013 Q2	$471K	Buy	+4,453	New	+$486K	0.14%	132

Other funds holding BOND

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

FineMark National Bank & Trust's BOND Position: Q2 2021 in Review

FineMark National Bank & Trust sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 2,700 shares — an estimated $296K sold.

FineMark National Bank & Trust first reported a position in BOND in Q2 2013 and held it in 4 quarters. The position peaked at $471K in Q2 2013. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

FineMark National Bank & Trust reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
FineMark National Bank & Trust sold 2,700 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $296K.
FineMark National Bank & Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 4 quarters.
FineMark National Bank & Trust's PIMCO Active Bond Exchange-Traded Fund position peaked at $471K in Q2 2013.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on FineMark National Bank & Trust's 13F filing for Q2 2021, filed 13 Aug 2021.