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RegentAtlantic Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-224
Closed -$24K – 429
2014
Q4 		$24K Buy
+224
New +$24.4K ﹤0.01% 725

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BCI
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JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RegentAtlantic Capital's BOND Position: Q1 2015 in Review

RegentAtlantic Capital sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2015, closing a stake of 224 shares — an estimated $24K sold.

RegentAtlantic Capital first reported a position in BOND in Q4 2014 and held it in 1 quarter. The position peaked at $24K in Q4 2014. 177 funds tracked by Wall St. Rank hold BOND as of Q1 2015.

  • RegentAtlantic Capital reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 224 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2015, an estimated $24K.
  • RegentAtlantic Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $24K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.