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Klingman & Associates’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-230
Closed -$25K – 125
2016
Q3 		$25K Hold
230
– – 0.01% 246
2016
Q2 		$25K Hold
230
– – 0.01% 241
2016
Q1 		$24K Hold
230
– – 0.01% 238
2015
Q4 		$24K Hold
230
– – 0.01% 256
2015
Q3 		$24K Hold
230
– – 0.01% 247
2015
Q2 		$25K Hold
230
– – 0.01% 234
2015
Q1 		$25K Buy
+230
New +$25.2K 0.01% 219

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Klingman & Associates's BOND Position: Q4 2016 in Review

Klingman & Associates sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2016, closing a stake of 230 shares — an estimated $25K sold.

Klingman & Associates first reported a position in BOND in Q1 2015 and held it in 7 quarters. The position peaked at $25K in Q3 2016. 182 funds tracked by Wall St. Rank hold BOND as of Q4 2016.

  • Klingman & Associates reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 230 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2016, an estimated $25K.
  • Klingman & Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2015 and held it in 7 quarters.
  • Klingman & Associates's PIMCO Active Bond Exchange-Traded Fund position peaked at $25K in Q3 2016.
  • 182 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.