US Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

US Financial Advisors’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
2015 Q3	–	Sell	-18	Closed	-$2K	–	563
2015 Q2	$2K	Sell	18 -446	-96%	-$48.3K	﹤0.01%	358
2015 Q1	$51K	Hold	464	–	–	0.05%	107
2014 Q4	$50K	Buy	+464	New	+$50.6K	0.04%	105

Other funds holding BOND

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

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

BCI

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

JCM

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

US Financial Advisors's BOND Position: Q3 2015 in Review

US Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2015, closing a stake of 18 shares — an estimated $2K sold.

US Financial Advisors first reported a position in BOND in Q4 2014 and held it in 3 quarters. The position peaked at $51K in Q1 2015. 171 funds tracked by Wall St. Rank hold BOND as of Q3 2015.

US Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
US Financial Advisors sold 18 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2015, an estimated $2K.
US Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and held it in 3 quarters.
US Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $51K in Q1 2015.
171 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.