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Lenox Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lenox Wealth Management’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
2017
Q3 		– Sell
-42
Closed -$4K – 478
2017
Q2 		$4K Buy
+42
New +$4.45K ﹤0.01% 435

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BCI
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KFA
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RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Lenox Wealth Management's BOND Position: Q3 2017 in Review

Lenox Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2017, closing a stake of 42 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in BOND in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 183 funds tracked by Wall St. Rank hold BOND as of Q3 2017.

  • Lenox Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 42 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2017, an estimated $4K.
  • Lenox Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $4K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.