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HHG & Company’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

HHG & Company’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
2013
Q4 		– Sell
-2,368
Closed -$251K – 167
2013
Q3 		$251K Buy
2,368
+4
+0.2% +$420 0.1% 148
2013
Q2 		$249K Buy
+2,364
New +$258K 0.1% 155

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HHG & Company's BOND Position: Q4 2013 in Review

HHG & Company sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2013, closing a stake of 2,368 shares — an estimated $251K sold.

HHG & Company first reported a position in BOND in Q2 2013 and held it in 2 quarters. The position peaked at $251K in Q3 2013. 201 funds tracked by Wall St. Rank hold BOND as of Q4 2013.

  • HHG & Company reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • HHG & Company sold 2,368 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2013, an estimated $251K.
  • HHG & Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • HHG & Company's PIMCO Active Bond Exchange-Traded Fund position peaked at $251K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2013.

Based on HHG & Company's 13F filing for Q4 2013, filed 7 Feb 2014.