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Stifel Nicolaus & Co’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$3.19M Sell
30,153
-11,382
-27% -$1.2M 0.05% 340
2013
Q2 		$4.38M Buy
+41,535
New +$4.53M 0.08% 238

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Nicolaus & Co's BOND Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 27% in Q3 2013, selling an estimated $1.2M and leaving 30,153 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #340.

Stifel Nicolaus & Co first reported a position in BOND in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.38M in Q2 2013. 190 funds tracked by Wall St. Rank hold BOND as of Q3 2013.

  • Stifel Nicolaus & Co held 30,153 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.19M as of Q3 2013.
  • Stifel Nicolaus & Co sold 11,382 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2013, an estimated $1.2M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #340 holding.
  • Stifel Nicolaus & Co first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.38M in Q2 2013.
  • 190 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.