FHC
FIVZ

First Heartland Consultants’s PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF FIVZ Stock Holding History

First Heartland Consultants’s Portfolio FIVZ Stock Details FIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-290
Closed -$23K – 403
2013
Q2 		$23K Buy
+290
New +$23.4K 0.01% 314

Other funds holding FIVZ

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BCM
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DS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

First Heartland Consultants's FIVZ Position: Q3 2013 in Review

First Heartland Consultants sold out of PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF (FIVZ) in Q3 2013, closing a stake of 290 shares — an estimated $23K sold.

First Heartland Consultants first reported a position in FIVZ in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 13 funds tracked by Wall St. Rank hold FIVZ as of Q3 2013.

  • First Heartland Consultants reported no remaining PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 290 PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF shares in Q3 2013, an estimated $23K.
  • First Heartland Consultants first reported a position in PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF position peaked at $23K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held PIMCO ETF TR 3-7 YR US TREASURY INDEX FD ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.