Opes Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Opes Advisors’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	$1.69M	Buy	+16,488	New	+$1.68M	1.21%	22

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 $994M AUM 15.96% 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

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

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 $11.7B AUM 21.33% 1-Year Est. Return

RMC

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

Opes Advisors's BOND Position: Q4 2018 in Review

Opes Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2018: 16,488 shares worth $1.69M. The stake represents 1.21% of the portfolio and ranks #22 among its holdings.

233 funds tracked by Wall St. Rank hold BOND as of Q4 2018.

Opes Advisors held 16,488 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.69M as of Q4 2018.
PIMCO Active Bond Exchange-Traded Fund was a new Opes Advisors position in Q4 2018.
PIMCO Active Bond Exchange-Traded Fund made up 1.21% of Opes Advisors's portfolio in Q4 2018, its #22 holding.
233 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.