Peak Asset Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Peak Asset Management’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
2017 Q1	–	Sell	-7,898	Closed	-$789K	–	150
2016 Q4	$789K	Buy	7,898 +701	+10%	+$69.4K	0.32%	65
2016 Q3	$716K	Buy	7,197 +2,077	+41%	+$204K	0.3%	69
2016 Q2	$496K	Buy	5,120 +2,561	+100%	+$244K	0.22%	81
2016 Q1	$238K	Buy	+2,559	New	+$231K	0.11%	114

Other funds holding HYS

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

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

Peak Asset Management's HYS Position: Q1 2017 in Review

Peak Asset Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2017, closing a stake of 7,898 shares — an estimated $789K sold.

Peak Asset Management first reported a position in HYS in Q1 2016 and held it in 4 quarters. The position peaked at $789K in Q4 2016. 191 funds tracked by Wall St. Rank hold HYS as of Q1 2017.

Peak Asset Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
Peak Asset Management sold 7,898 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2017, an estimated $789K.
Peak Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2016 and held it in 4 quarters.
Peak Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $789K in Q4 2016.
191 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2017.

Based on Peak Asset Management's 13F filing for Q1 2017, filed 11 May 2017.