Partnervest Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Partnervest Advisory 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
2017 Q3	–	Sell	-2,637	Closed	-$280K	–	186
2017 Q2	$280K	Buy	2,637 +292	+12%	+$30.9K	0.13%	152
2017 Q1	$247K	Buy	+2,345	New	+$246K	0.11%	161
2013 Q4	–	Sell	-167	Closed	-$18K	–	997
2013 Q3	$18K	Sell	167 -426	-72%	-$44.8K	0.01%	484
2013 Q2	$63K	Buy	+593	New	+$64.7K	0.03%	206

Other funds holding BOND

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

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

BCI

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

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

KFA

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

RMC

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

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Partnervest Advisory Services's BOND Position: Q3 2017 in Review

Partnervest Advisory Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2017, closing a stake of 2,637 shares — an estimated $280K sold.

Partnervest Advisory Services first reported a position in BOND in Q2 2013 and held it in 4 quarters. The position peaked at $280K in Q2 2017. 183 funds tracked by Wall St. Rank hold BOND as of Q3 2017.

Partnervest Advisory Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
Partnervest Advisory Services sold 2,637 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2017, an estimated $280K.
Partnervest Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 4 quarters.
Partnervest Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $280K in Q2 2017.
183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2017.

Based on Partnervest Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.