Towercrest Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Towercrest Capital Management’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 Q1	–	Sell	-1,977	Closed	-$203K	–	73
2018 Q4	$203K	Buy	+1,977	New	+$201K	0.07%	68
2018 Q3	–	Sell	-9,399	Closed	-$969K	–	70
2018 Q2	$969K	Buy	+9,399	New	+$967K	0.31%	51

Other funds holding BOND

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

RMC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Towercrest Capital Management's BOND Position: Q1 2019 in Review

Towercrest Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2019, closing a stake of 1,977 shares — an estimated $203K sold.

Towercrest Capital Management first reported a position in BOND in Q2 2018 and held it in 2 quarters. The position peaked at $969K in Q2 2018. 247 funds tracked by Wall St. Rank hold BOND as of Q1 2019.

Towercrest Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Towercrest Capital Management sold 1,977 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2019, an estimated $203K.
Towercrest Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 2 quarters.
Towercrest Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $969K in Q2 2018.
247 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2019.

Based on Towercrest Capital Management's 13F filing for Q1 2019, filed 15 May 2019.