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Stifel Trust’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stifel Trust’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
2014
Q3 		$17K Hold
150
– – ﹤0.01% 365
2014
Q2 		$17K Hold
150
– – ﹤0.01% 342
2014
Q1 		$16K Hold
150
– – ﹤0.01% 367
2013
Q4 		$16K Hold
150
– – ﹤0.01% 361
2013
Q3 		$16K Hold
150
– – ﹤0.01% 361
2013
Q2 		$16K Buy
+150
New +$16.4K ﹤0.01% 353

Other funds holding BOND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Trust's BOND Position: Q3 2014 in Review

Stifel Trust held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q3 2014 at 150 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Stifel Trust first reported a position in BOND in Q2 2013 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold BOND as of Q3 2014.

  • Stifel Trust held 150 shares of PIMCO Active Bond Exchange-Traded Fund worth $17K as of Q3 2014.
  • Stifel Trust left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q3 2014.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #365 holding.
  • Stifel Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.