Migdal Insurance & Financial Holdings’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q1	–	Sell	-355	Closed	-$36K	–	702
2018 Q4	$36K	Sell	355 -185	-34%	-$18.8K	﹤0.01%	564
2018 Q3	$55K	Buy	540 +355	+192%	+$36.5K	﹤0.01%	690
2018 Q2	$19K	Hold	185	–	–	﹤0.01%	716
2018 Q1	$19K	Hold	185	–	–	﹤0.01%	544
2017 Q4	$20K	Hold	185	–	–	﹤0.01%	475
2017 Q3	$20K	Hold	185	–	–	﹤0.01%	501
2017 Q2	$20K	Hold	185	–	–	﹤0.01%	417
2017 Q1	$19K	Hold	185	–	–	﹤0.01%	423
2016 Q4	$19K	Buy	+185	New	+$19.5K	﹤0.01%	373

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 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

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

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

BCI

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

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

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

Migdal Insurance & Financial Holdings's BOND Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2019, closing a stake of 355 shares — an estimated $36K sold.

Migdal Insurance & Financial Holdings first reported a position in BOND in Q4 2016 and held it in 9 quarters. The position peaked at $55K in Q3 2018. 247 funds tracked by Wall St. Rank hold BOND as of Q1 2019.

Migdal Insurance & Financial Holdings reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 355 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2019, an estimated $36K.
Migdal Insurance & Financial Holdings first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's PIMCO Active Bond Exchange-Traded Fund position peaked at $55K in Q3 2018.
247 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.