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High Point Bank & Trust’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

High Point Bank & Trust’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
-773
Closed -$82K – 411
2013
Q3 		$82K Hold
773
– – 0.03% 207
2013
Q2 		$82K Buy
+773
New +$84.3K 0.03% 203

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
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

High Point Bank & Trust's BOND Position: Q4 2013 in Review

High Point Bank & Trust sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2013, closing a stake of 773 shares — an estimated $82K sold.

High Point Bank & Trust first reported a position in BOND in Q2 2013 and held it in 2 quarters. The position peaked at $82K in Q3 2013. 201 funds tracked by Wall St. Rank hold BOND as of Q4 2013.

  • High Point Bank & Trust reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • High Point Bank & Trust sold 773 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2013, an estimated $82K.
  • High Point Bank & Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • High Point Bank & Trust's PIMCO Active Bond Exchange-Traded Fund position peaked at $82K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2013.

Based on High Point Bank & Trust's 13F filing for Q4 2013, filed 24 Jan 2014.