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

Marino Stram & 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
2018 Q4	–	Sell	-256	Closed	-$26K	–	621
2018 Q3	$26K	Buy	+256	New	+$26.3K	0.02%	217

Other funds holding BOND

JCM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KFA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RMC

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

Marino Stram & Associates's BOND Position: Q4 2018 in Review

Marino Stram & Associates sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2018, closing a stake of 256 shares — an estimated $26K sold.

Marino Stram & Associates first reported a position in BOND in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 233 funds tracked by Wall St. Rank hold BOND as of Q4 2018.

Marino Stram & Associates reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Marino Stram & Associates sold 256 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2018, an estimated $26K.
Marino Stram & Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
Marino Stram & Associates's PIMCO Active Bond Exchange-Traded Fund position peaked at $26K in Q3 2018.
233 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.