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Genesis Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$64.2K Hold
600
– – 0.05% 150
2015
Q1 		$66.3K Hold
600
– – 0.06% 166
2014
Q4 		$65.9K Buy
+600
New +$65.4K 0.05% 179

Other funds holding BOND

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Genesis Wealth Advisors's BOND Position: Q2 2015 in Review

Genesis Wealth Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2015 at 600 shares worth $64.2K. The position accounts for 0.05% of the portfolio, ranked #150.

Genesis Wealth Advisors first reported a position in BOND in Q4 2014 and has held it in 3 quarters since. The position peaked at $66.3K in Q1 2015. 174 funds tracked by Wall St. Rank hold BOND as of Q2 2015.

  • Genesis Wealth Advisors held 600 shares of PIMCO Active Bond Exchange-Traded Fund worth $64.2K as of Q2 2015.
  • Genesis Wealth Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2015.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #150 holding.
  • Genesis Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $66.3K in Q1 2015.
  • 174 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.