MacGuire Cheswick & Tuttle Investment Counsel’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q3	–	Hold	0	–	–	–	90
2018 Q2	–	Hold	0	–	–	–	88
2018 Q1	–	Hold	0	–	–	–	93
2017 Q4	–	Hold	0	–	–	–	90
2017 Q3	–	Hold	0	–	–	–	86
2017 Q2	–	Hold	0	–	–	–	82
2017 Q1	–	Hold	0	–	–	–	68
2016 Q4	–	Hold	0	–	–	–	67
2016 Q3	–	Hold	0	–	–	–	62
2016 Q2	–	Hold	0	–	–	–	61
2016 Q1	–	Hold	0	–	–	–	61
2015 Q4	–	Hold	0	–	–	–	65
2015 Q3	–	Hold	0	–	–	–	64
2015 Q2	–	Hold	0	–	–	–	67
2015 Q1	–	Hold	0	–	–	–	72
2014 Q4	–	Hold	0	–	–	–	72
2014 Q3	–	Hold	0	–	–	–	71
2014 Q2	–	Hold	0	–	–	–	70
2014 Q1	–	Hold	0	–	–	–	66
2013 Q4	–	Hold	0	–	–	–	74
2013 Q3	–	Sell	-8,018	Closed	-$842K	–	67
2013 Q2	$846K	Buy	+8,018	New	+$875K	0.24%	63

Other funds holding BOND

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's BOND Position: Q3 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q3 2018 at 0 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #90.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in BOND in Q2 2013 and has held it in 1 quarter since. The position peaked at $846K in Q2 2013. 224 funds tracked by Wall St. Rank hold BOND as of Q3 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of PIMCO Active Bond Exchange-Traded Fund worth $246K as of Q3 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q3 2018.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q3 2018, its #90 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's PIMCO Active Bond Exchange-Traded Fund position peaked at $846K in Q2 2013.
224 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q3 2018, filed 6 Nov 2018.