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Personal Financial Consultants’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Personal Financial Consultants’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
2018
Q4 		– Sell
-3,102
Closed -$318K – 29
2018
Q3 		$318K Buy
+3,102
New +$319K 0.23% 33

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Personal Financial Consultants's BOND Position: Q4 2018 in Review

Personal Financial Consultants sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2018, closing a stake of 3,102 shares — an estimated $318K sold.

Personal Financial Consultants first reported a position in BOND in Q3 2018 and held it in 1 quarter. The position peaked at $318K in Q3 2018. 233 funds tracked by Wall St. Rank hold BOND as of Q4 2018.

  • Personal Financial Consultants reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 3,102 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2018, an estimated $318K.
  • Personal Financial Consultants first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's PIMCO Active Bond Exchange-Traded Fund position peaked at $318K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.