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KCS Wealth Advisory’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

KCS Wealth Advisory’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-83
Closed -$8.28K – 249
2019
Q3 		$8.28K Buy
+83
New +$8.29K 0.01% 367

Other funds holding HYS

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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

KCS Wealth Advisory's HYS Position: Q4 2019 in Review

KCS Wealth Advisory sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2019, closing a stake of 83 shares — an estimated $8.28K sold.

KCS Wealth Advisory first reported a position in HYS in Q3 2019 and held it in 1 quarter. The position peaked at $8.28K in Q3 2019. 248 funds tracked by Wall St. Rank hold HYS as of Q4 2019.

  • KCS Wealth Advisory reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 83 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2019, an estimated $8.28K.
  • KCS Wealth Advisory first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $8.28K in Q3 2019.
  • 248 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.