Hefty Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Hefty Wealth Partners’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
2017 Q1	–	Sell	-6,373	Closed	-$663K	–	246
2016 Q4	$663K	Sell	6,373 -36	-0.6%	-$3.79K	0.56%	52
2016 Q3	$691K	Sell	6,409 -302	-5%	-$32.5K	0.52%	62
2016 Q2	$720K	Buy	6,711 +1,442	+27%	+$153K	0.59%	62
2016 Q1	$555K	Buy	5,269 +127	+2%	+$13.3K	0.52%	64
2015 Q4	$535K	Buy	+5,142	New	+$544K	0.51%	71

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMC

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Hefty Wealth Partners's BOND Position: Q1 2017 in Review

Hefty Wealth Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2017, closing a stake of 6,373 shares — an estimated $663K sold.

Hefty Wealth Partners first reported a position in BOND in Q4 2015 and held it in 5 quarters. The position peaked at $720K in Q2 2016. 183 funds tracked by Wall St. Rank hold BOND as of Q1 2017.

Hefty Wealth Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 6,373 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2017, an estimated $663K.
Hefty Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $720K in Q2 2016.
183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.