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

Personal Capital 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
2020 Q1	–	Sell	-3,463	Closed	-$373K	–	346
2019 Q4	$373K	Sell	3,463 -50	-1%	-$5.41K	﹤0.01%	299
2019 Q3	$382K	Buy	+3,513	New	+$380K	﹤0.01%	270
2019 Q2	–	Sell	-3,513	Closed	-$371K	–	323
2019 Q1	$371K	Buy	+3,513	New	+$365K	﹤0.01%	252

Other funds holding BOND

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

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

KFA

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Capital Advisors's BOND Position: Q1 2020 in Review

Personal Capital Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 3,463 shares — an estimated $373K sold.

Personal Capital Advisors first reported a position in BOND in Q1 2019 and held it in 3 quarters. The position peaked at $382K in Q3 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

Personal Capital Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Personal Capital Advisors sold 3,463 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $373K.
Personal Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and held it in 3 quarters.
Personal Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $382K in Q3 2019.
321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Personal Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.