O'Brien Wealth Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

O'Brien Wealth Partners’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,952	Closed	-$393K	–	32
2016 Q3	$393K	Sell	3,952 -1,963	-33%	-$193K	0.26%	26
2016 Q2	$573K	Sell	5,915 -3,351	-36%	-$319K	0.4%	20
2016 Q1	$861K	Sell	9,266 -10,530	-53%	-$952K	0.67%	20
2015 Q4	$1.81M	Buy	+19,796	New	+$1.87M	1.77%	14

Other funds holding HYS

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

O'Brien Wealth Partners's HYS Position: Q4 2016 in Review

O'Brien Wealth Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2016, closing a stake of 3,952 shares — an estimated $393K sold.

O'Brien Wealth Partners first reported a position in HYS in Q4 2015 and held it in 4 quarters. The position peaked at $1.81M in Q4 2015. 190 funds tracked by Wall St. Rank hold HYS as of Q4 2016.

O'Brien Wealth Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
O'Brien Wealth Partners sold 3,952 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2016, an estimated $393K.
O'Brien Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2015 and held it in 4 quarters.
O'Brien Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.81M in Q4 2015.
190 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2016.

Based on O'Brien Wealth Partners's 13F filing for Q4 2016, filed 11 Jan 2017.