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Lombard Odier & Cie (Canada)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lombard Odier & Cie (Canada)’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
2014
Q4 		– Sell
-2,300
Closed -$250K – 115
2014
Q3 		$250K Hold
2,300
– – 0.16% 84
2014
Q2 		$251K Buy
2,300
+1,100
+92% +$119K 0.16% 80
2014
Q1 		$128K Buy
1,200
+900
+300% +$95.6K 0.1% 94
2013
Q4 		$31K Buy
+300
New +$31.8K 0.03% 116

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s BOND Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2014, closing a stake of 2,300 shares — an estimated $250K sold.

Lombard Odier & Cie (Canada) first reported a position in BOND in Q4 2013 and held it in 4 quarters. The position peaked at $251K in Q2 2014. 166 funds tracked by Wall St. Rank hold BOND as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 2,300 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2014, an estimated $250K.
  • Lombard Odier & Cie (Canada) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s PIMCO Active Bond Exchange-Traded Fund position peaked at $251K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.