Pictet North America Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Pictet North America 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
2019 Q4	–	Sell	-1,870	Closed	-$204K	–	161
2019 Q3	$204K	Buy	+1,870	New	+$202K	0.03%	147
2014 Q3	–	Sell	-44,461	Closed	-$4.85M	–	50
2014 Q2	$4.85M	Sell	44,461 -3,203	-7%	-$346K	1.25%	14
2014 Q1	$5.08M	Buy	47,664 +622	+1%	+$66.1K	1.39%	14
2013 Q4	$4.93M	Buy	+47,042	New	+$4.98M	1.11%	15

Other funds holding BOND

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Pictet North America Advisors's BOND Position: Q4 2019 in Review

Pictet North America Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2019, closing a stake of 1,870 shares — an estimated $204K sold.

Pictet North America Advisors first reported a position in BOND in Q4 2013 and held it in 4 quarters. The position peaked at $5.08M in Q1 2014. 325 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

Pictet North America Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Pictet North America Advisors sold 1,870 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2019, an estimated $204K.
Pictet North America Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 4 quarters.
Pictet North America Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.08M in Q1 2014.
325 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on Pictet North America Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.