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Northwestern Mutual Investment Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-49
Closed -$5K – 10
2015
Q4 		$5K Buy
+49
New +$5.18K ﹤0.01% 41
2015
Q1 		– Sell
-33
Closed -$4K – 84
2014
Q4 		$4K Buy
+33
New +$3.6K ﹤0.01% 60

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MIS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Investment Services's BOND Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2016, closing a stake of 49 shares — an estimated $5K sold.

Northwestern Mutual Investment Services first reported a position in BOND in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 193 funds tracked by Wall St. Rank hold BOND as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 49 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2016, an estimated $5K.
  • Northwestern Mutual Investment Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $5K in Q4 2015.
  • 193 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.