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

Wealthfront’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	-25	Closed	-$3K	–	1252
2015 Q2	$3K	Buy	+25	New	+$2.71K	﹤0.01%	1127

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

Wealthfront's BOND Position: Q3 2015 in Review

Wealthfront sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2015, closing a stake of 25 shares — an estimated $3K sold.

Wealthfront first reported a position in BOND in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 171 funds tracked by Wall St. Rank hold BOND as of Q3 2015.

Wealthfront reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 25 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2015, an estimated $3K.
Wealthfront first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2015 and held it in 1 quarter.
Wealthfront's PIMCO Active Bond Exchange-Traded Fund position peaked at $3K in Q2 2015.
171 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.