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Parasol Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Parasol Investment Management’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
2014
Q1 		– Sell
-2,900
Closed -$304K – 259
2013
Q4 		$304K Sell
2,900
-2,700
-48% -$286K 0.2% 21
2013
Q3 		$593K Buy
+5,600
New +$588K 0.45% 16

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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Parasol Investment Management's BOND Position: Q1 2014 in Review

Parasol Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2014, closing a stake of 2,900 shares — an estimated $304K sold.

Parasol Investment Management first reported a position in BOND in Q3 2013 and held it in 2 quarters. The position peaked at $593K in Q3 2013. 203 funds tracked by Wall St. Rank hold BOND as of Q1 2014.

  • Parasol Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Parasol Investment Management sold 2,900 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2014, an estimated $304K.
  • Parasol Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2013 and held it in 2 quarters.
  • Parasol Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $593K in Q3 2013.
  • 203 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2014.

Based on Parasol Investment Management's 13F filing for Q1 2014, filed 14 Apr 2014.