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Pinnacle Family Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Pinnacle Family Advisors’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
Q3 		– Sell
-4,222
Closed -$428K – 72
2017
Q2 		$428K Buy
4,222
+618
+17% +$62.5K 0.24% 52
2017
Q1 		$364K Sell
3,604
-252
-7% -$25.3K 0.23% 50
2016
Q4 		$385K Buy
+3,856
New +$382K 0.24% 52

Other funds holding HYS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Family Advisors's HYS Position: Q3 2017 in Review

Pinnacle Family Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2017, closing a stake of 4,222 shares — an estimated $428K sold.

Pinnacle Family Advisors first reported a position in HYS in Q4 2016 and held it in 3 quarters. The position peaked at $428K in Q2 2017. 201 funds tracked by Wall St. Rank hold HYS as of Q3 2017.

  • Pinnacle Family Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Family Advisors sold 4,222 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2017, an estimated $428K.
  • Pinnacle Family Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2016 and held it in 3 quarters.
  • Pinnacle Family Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $428K in Q2 2017.
  • 201 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2017.

Based on Pinnacle Family Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.