Gupta Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Gupta Wealth Management’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 Q1	$286K	Buy	2,715 +1,080	+66%	+$113K	0.07%	200
2015 Q4	$170K	Sell	1,635 -1,000	-38%	-$106K	0.04%	266
2015 Q3	$278K	Sell	2,635 -3,520	-57%	-$376K	0.07%	198
2015 Q2	$659K	Buy	6,155 +120	+2%	+$13K	0.16%	120
2015 Q1	$665K	Buy	+6,035	New	+$660K	0.2%	103

Other funds holding BOND

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's BOND Position: Q1 2016 in Review

Gupta Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 66% in Q1 2016, buying an estimated $113K and bringing the position to 2,715 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #200.

Gupta Wealth Management first reported a position in BOND in Q1 2015 and has held it in 5 quarters since. The position peaked at $665K in Q1 2015. 193 funds tracked by Wall St. Rank hold BOND as of Q1 2016.

Gupta Wealth Management held 2,715 shares of PIMCO Active Bond Exchange-Traded Fund worth $286K as of Q1 2016.
Gupta Wealth Management bought 1,080 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2016, an estimated $113K.
PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #200 holding.
Gupta Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $665K in Q1 2015.
193 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.