United Capital Financial Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-66,956
| Closed | -$6.81M | – | 1284 |
|
|
2015
Q1 | $6.81M | Buy |
66,956
+61,978
| +1,245% | +$6.3M | 0.08% | 287 |
|
|
2014
Q4 | $502K | Sell |
4,978
-88,076
| -95% | -$8.88M | 0.01% | 821 |
|
|
2014
Q3 | $9.65M | Sell |
93,054
-11,762
| -11% | -$1.22M | 0.17% | 156 |
|
|
2014
Q2 | $11.2M | Sell |
104,816
-48,937
| -32% | -$5.23M | 0.21% | 124 |
|
|
2014
Q1 | $16.4M | Buy |
+153,753
| New | +$16.4M | 0.35% | 64 |
|
|
2013
Q4 | – | Sell |
-152,926
| Closed | -$16M | – | 700 |
|
|
2013
Q3 | $16M | Buy |
+152,926
| New | +$16M | 0.51% | 43 |
|