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

Peachtree Investment 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
2015 Q1	–	Sell	-732	Closed	-$78K	–	328
2014 Q4	$78K	Sell	732 -8,142	-92%	-$888K	0.05%	184
2014 Q3	$964K	Sell	8,874 -963	-10%	-$105K	0.64%	41
2014 Q2	$1.07M	Buy	9,837 +860	+10%	+$92.9K	0.72%	35
2014 Q1	$957K	Buy	8,977 +525	+6%	+$55.8K	0.65%	41
2013 Q4	$885K	Buy	+8,452	New	+$895K	0.6%	45

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JCM

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peachtree Investment Advisors's BOND Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2015, closing a stake of 732 shares — an estimated $78K sold.

Peachtree Investment Advisors first reported a position in BOND in Q4 2013 and held it in 5 quarters. The position peaked at $1.07M in Q2 2014. 177 funds tracked by Wall St. Rank hold BOND as of Q1 2015.

Peachtree Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 732 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2015, an estimated $78K.
Peachtree Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 5 quarters.
Peachtree Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.07M in Q2 2014.
177 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.