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Private Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Private Advisory Group’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
2017
Q1 		– Sell
-13,150
Closed -$1.37M – 136
2016
Q4 		$1.37M Buy
+13,150
New +$1.38M 0.95% 30

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Private Advisory Group's BOND Position: Q1 2017 in Review

Private Advisory Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2017, closing a stake of 13,150 shares — an estimated $1.37M sold.

Private Advisory Group first reported a position in BOND in Q4 2016 and held it in 1 quarter. The position peaked at $1.37M in Q4 2016. 183 funds tracked by Wall St. Rank hold BOND as of Q1 2017.

  • Private Advisory Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
  • Private Advisory Group sold 13,150 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2017, an estimated $1.37M.
  • Private Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and held it in 1 quarter.
  • Private Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.37M in Q4 2016.
  • 183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2017.

Based on Private Advisory Group's 13F filing for Q1 2017, filed 16 May 2017.