O'Brien Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

O'Brien Wealth Partners’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	-806	Closed	-$83K	–	65
2018 Q3	$83K	Sell	806 -593	-42%	-$61K	0.05%	55
2018 Q2	$144K	Sell	1,399 -238	-15%	-$24.5K	0.11%	26
2018 Q1	$171K	Buy	+1,637	New	+$171K	0.12%	32
2017 Q4	–	Sell	-1,874	Closed	-$200K	–	33
2017 Q3	$200K	Sell	1,874 -572	-23%	-$61K	0.1%	32
2017 Q2	$259K	Buy	+2,446	New	+$259K	0.14%	30

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 $1.16B AUM 20.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

KFA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

RMC

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

O'Brien Wealth Partners's BOND Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2018, closing a stake of 806 shares — an estimated $83K sold.

O'Brien Wealth Partners first reported a position in BOND in Q2 2017 and held it in 5 quarters. The position peaked at $259K in Q2 2017. 233 funds tracked by Wall St. Rank hold BOND as of Q4 2018.

O'Brien Wealth Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 806 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2018, an estimated $83K.
O'Brien Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and held it in 5 quarters.
O'Brien Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $259K in Q2 2017.
233 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.