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

WealthSource Partners’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
2017
Q4 		– Sell
-3,752
Closed -$381K – 314
2017
Q3 		$381K Buy
+3,752
New +$380K 0.13% 174
2017
Q2 		– Sell
-3,481
Closed -$352K – 298
2017
Q1 		$352K Buy
+3,481
New +$350K 0.13% 170

Other funds holding HYS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners's HYS Position: Q4 2017 in Review

WealthSource Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2017, closing a stake of 3,752 shares — an estimated $381K sold.

WealthSource Partners first reported a position in HYS in Q1 2017 and held it in 2 quarters. The position peaked at $381K in Q3 2017. 218 funds tracked by Wall St. Rank hold HYS as of Q4 2017.

  • WealthSource Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • WealthSource Partners sold 3,752 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2017, an estimated $381K.
  • WealthSource Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2017 and held it in 2 quarters.
  • WealthSource Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $381K in Q3 2017.
  • 218 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2017.

Based on WealthSource Partners's 13F filing for Q4 2017, filed 16 Feb 2018.