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Long Wharf Investors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Long Wharf Investors’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
Q2 		– Sell
-1,943
Closed -$207K – 146
2014
Q1 		$207K Buy
+1,943
New +$206K 0.18% 140

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Long Wharf Investors's BOND Position: Q2 2014 in Review

Long Wharf Investors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2014, closing a stake of 1,943 shares — an estimated $207K sold.

Long Wharf Investors first reported a position in BOND in Q1 2014 and held it in 1 quarter. The position peaked at $207K in Q1 2014. 198 funds tracked by Wall St. Rank hold BOND as of Q2 2014.

  • Long Wharf Investors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2014 after selling out during the quarter.
  • Long Wharf Investors sold 1,943 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2014, an estimated $207K.
  • Long Wharf Investors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2014 and held it in 1 quarter.
  • Long Wharf Investors's PIMCO Active Bond Exchange-Traded Fund position peaked at $207K in Q1 2014.
  • 198 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.