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First Personal Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-339
Closed -$37K – 324
2019
Q4 		$37K Sell
339
-304
-47% -$32.9K 0.01% 214
2019
Q3 		$70K Hold
643
– – 0.02% 211
2019
Q2 		$69K Hold
643
– – 0.02% 244
2019
Q1 		$68K Hold
643
– – 0.02% 235
2018
Q4 		$66K Hold
643
– – 0.02% 230
2018
Q3 		$66K Sell
643
-258
-29% -$26.5K 0.02% 247
2018
Q2 		$93K Hold
901
– – 0.03% 216
2018
Q1 		$94K Sell
901
-204
-18% -$21.3K 0.02% 321
2017
Q4 		$117K Hold
1,105
– – 0.02% 314
2017
Q3 		$118K Sell
1,105
-654
-37% -$69.8K 0.02% 289
2017
Q2 		$187K Sell
1,759
-296
-14% -$31.4K 0.04% 229
2017
Q1 		$216K Sell
2,055
-203
-9% -$21.3K 0.05% 185
2016
Q4 		$235K Sell
2,258
-1,026
-31% -$108K 0.06% 173
2016
Q3 		$355K Buy
3,284
+69
+2% +$7.42K 0.1% 132
2016
Q2 		$345K Sell
3,215
-723
-18% -$76.6K 0.12% 125
2016
Q1 		$415K Sell
3,938
-1,440
-27% -$150K 0.21% 94
2015
Q4 		$560K Sell
5,378
-1,706
-24% -$180K 0.32% 80
2015
Q3 		$748K Sell
7,084
-1,398
-16% -$149K 0.45% 65
2015
Q2 		$908K Sell
8,482
-1,778
-17% -$192K 0.54% 63
2015
Q1 		$1.13M Sell
10,260
-6,757
-40% -$739K 0.69% 54
2014
Q4 		$1.82M Buy
+17,017
New +$1.85M 1.07% 27

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Personal Financial Services's BOND Position: Q1 2020 in Review

First Personal Financial Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 339 shares — an estimated $37K sold.

First Personal Financial Services first reported a position in BOND in Q4 2014 and held it in 21 quarters. The position peaked at $1.82M in Q4 2014. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • First Personal Financial Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 339 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $37K.
  • First Personal Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and held it in 21 quarters.
  • First Personal Financial Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.82M in Q4 2014.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.