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Wealthfront’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Wealthfront’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-283
Closed -$29K – 813
2014
Q3 		$29K Buy
+283
New +$29.8K ﹤0.01% 484
2014
Q2 		– Sell
-19
Closed -$2K – 607
2014
Q1 		$2K Buy
+19
New +$2.02K ﹤0.01% 534

Other funds holding HYS

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's HYS Position: Q4 2014 in Review

Wealthfront sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2014, closing a stake of 283 shares — an estimated $29K sold.

Wealthfront first reported a position in HYS in Q1 2014 and held it in 2 quarters. The position peaked at $29K in Q3 2014. 185 funds tracked by Wall St. Rank hold HYS as of Q4 2014.

  • Wealthfront reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 283 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2014, an estimated $29K.
  • Wealthfront first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2014 and held it in 2 quarters.
  • Wealthfront's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $29K in Q3 2014.
  • 185 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.