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Kelman-Lazarov Inc’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Kelman-Lazarov Inc’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
2016
Q3 		– Sell
-78
Closed -$7.53K – 388
2016
Q2 		$7.53K Sell
78
-447
-85% -$42.5K ﹤0.01% 299
2016
Q1 		$49K Buy
+525
New +$47.5K 0.03% 185

Other funds holding HYS

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kelman-Lazarov Inc's HYS Position: Q3 2016 in Review

Kelman-Lazarov Inc sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2016, closing a stake of 78 shares — an estimated $7.53K sold.

Kelman-Lazarov Inc first reported a position in HYS in Q1 2016 and held it in 2 quarters. The position peaked at $49K in Q1 2016. 164 funds tracked by Wall St. Rank hold HYS as of Q3 2016.

  • Kelman-Lazarov Inc reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 78 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2016, an estimated $7.53K.
  • Kelman-Lazarov Inc first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $49K in Q1 2016.
  • 164 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2016, filed 11 Oct 2016.