Stanford Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-130	Closed	-$14K	–	39
2016 Q4	$14K	Hold	130	–	–	0.01%	273
2016 Q3	$14K	Sell	130 -47	-27%	-$5.05K	0.01%	283
2016 Q2	$19K	Sell	177 -224	-56%	-$23.7K	0.01%	253
2016 Q1	$42K	Hold	401	–	–	0.02%	152
2015 Q4	$42K	Hold	401	–	–	0.02%	137
2015 Q3	$42K	Sell	401 -335	-46%	-$35.8K	0.03%	130
2015 Q2	$79K	Buy	736 +111	+18%	+$12K	0.06%	100
2015 Q1	$69K	Hold	625	–	–	0.06%	109
2014 Q4	$67K	Buy	+625	New	+$68.1K	0.06%	115

Other funds holding BOND

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

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

BCI

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

KFA

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

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Stanford Investment Group's BOND Position: Q1 2017 in Review

Stanford Investment Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2017, closing a stake of 130 shares — an estimated $14K sold.

Stanford Investment Group first reported a position in BOND in Q4 2014 and held it in 9 quarters. The position peaked at $79K in Q2 2015. 183 funds tracked by Wall St. Rank hold BOND as of Q1 2017.

Stanford Investment Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 130 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2017, an estimated $14K.
Stanford Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $79K in Q2 2015.
183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.