WCM
BOND icon

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

Wealthcare 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
2015
Q2 		– Sell
-204
Closed -$22K – 442
2015
Q1 		$22K Buy
+204
New +$22.3K ﹤0.01% 381

Other funds holding BOND

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Capital Management's BOND Position: Q2 2015 in Review

Wealthcare Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2015, closing a stake of 204 shares — an estimated $22K sold.

Wealthcare Capital Management first reported a position in BOND in Q1 2015 and held it in 1 quarter. The position peaked at $22K in Q1 2015. 174 funds tracked by Wall St. Rank hold BOND as of Q2 2015.

  • Wealthcare Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 204 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2015, an estimated $22K.
  • Wealthcare Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $22K in Q1 2015.
  • 174 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.