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Santori & Peters Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-201
Closed -$20K – 117
2017
Q4 		$20K Buy
+201
New +$21.4K 0.02% 194

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Santori & Peters Inc's BOND Position: Q1 2018 in Review

Santori & Peters Inc sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2018, closing a stake of 201 shares — an estimated $20K sold.

Santori & Peters Inc first reported a position in BOND in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 225 funds tracked by Wall St. Rank hold BOND as of Q1 2018.

  • Santori & Peters Inc reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 201 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2018, an estimated $20K.
  • Santori & Peters Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $20K in Q4 2017.
  • 225 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.