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

Stamos Capital Partners’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
2019
Q4 		– Sell
-26,984
Closed -$2.94M – 53
2019
Q3 		$2.94M Sell
26,984
-7,262
-21% -$786K 2.61% 13
2019
Q2 		$3.68M Buy
+34,246
New +$3.63M 3.68% 4

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stamos Capital Partners's BOND Position: Q4 2019 in Review

Stamos Capital Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2019, closing a stake of 26,984 shares — an estimated $2.94M sold.

Stamos Capital Partners first reported a position in BOND in Q2 2019 and held it in 2 quarters. The position peaked at $3.68M in Q2 2019. 324 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

  • Stamos Capital Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • Stamos Capital Partners sold 26,984 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2019, an estimated $2.94M.
  • Stamos Capital Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 2 quarters.
  • Stamos Capital Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.68M in Q2 2019.
  • 324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on Stamos Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.