NEXT Financial Holdings’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

NEXT 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	$50K	Buy	+478	New	+$49.6K	0.01%	732

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

NEXT Financial Holdings's BOND Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2019: 478 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings.

247 funds tracked by Wall St. Rank hold BOND as of Q1 2019.

NEXT Financial Holdings held 478 shares of PIMCO Active Bond Exchange-Traded Fund worth $50K as of Q1 2019.
PIMCO Active Bond Exchange-Traded Fund was a new NEXT Financial Holdings position in Q1 2019.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #732 holding.
247 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.