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Powell Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Powell Investment 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
-6,230
Closed -$673K – 115
2019
Q4 		$673K Buy
+6,230
New +$674K 0.7% 30

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Powell Investment Advisors's BOND Position: Q1 2020 in Review

Powell Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 6,230 shares — an estimated $673K sold.

Powell Investment Advisors first reported a position in BOND in Q4 2019 and held it in 1 quarter. The position peaked at $673K in Q4 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • Powell Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 6,230 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $673K.
  • Powell Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • Powell Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $673K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

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