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ProVise Management Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

ProVise Management 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
2013
Q3 		– Sell
-2,660
Closed -$281K – 305
2013
Q2 		$281K Buy
+2,660
New +$290K 0.08% 248

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ProVise Management Group's BOND Position: Q3 2013 in Review

ProVise Management Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2013, closing a stake of 2,660 shares — an estimated $281K sold.

ProVise Management Group first reported a position in BOND in Q2 2013 and held it in 1 quarter. The position peaked at $281K in Q2 2013. 190 funds tracked by Wall St. Rank hold BOND as of Q3 2013.

  • ProVise Management Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 2,660 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2013, an estimated $281K.
  • ProVise Management Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $281K in Q2 2013.
  • 190 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.