Simon Quick Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Simon Quick 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 Q3	–	Sell	-362	Closed	-$40K	–	450
2020 Q2	$40K	Hold	362	–	–	0.02%	216
2020 Q1	$38K	Hold	362	–	–	0.01%	223
2019 Q4	$39K	Buy	+362	New	+$39.2K	0.01%	253

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simon Quick Advisors's BOND Position: Q3 2020 in Review

Simon Quick Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020, closing a stake of 362 shares — an estimated $40K sold.

Simon Quick Advisors first reported a position in BOND in Q4 2019 and held it in 3 quarters. The position peaked at $40K in Q2 2020. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

Simon Quick Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Simon Quick Advisors sold 362 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2020, an estimated $40K.
Simon Quick Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 3 quarters.
Simon Quick Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $40K in Q2 2020.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.