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

Weatherstone 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
2014
Q1 		– Sell
-9,985
Closed -$1.05M – 69
2013
Q4 		$1.05M Sell
9,985
-499
-5% -$52.8K 0.24% 39
2013
Q3 		$1.11M Sell
10,484
-2,626
-20% -$276K 0.29% 32
2013
Q2 		$1.39M Buy
+13,110
New +$1.43M 0.59% 31

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Weatherstone Capital Management's BOND Position: Q1 2014 in Review

Weatherstone Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2014, closing a stake of 9,985 shares — an estimated $1.05M sold.

Weatherstone Capital Management first reported a position in BOND in Q2 2013 and held it in 3 quarters. The position peaked at $1.39M in Q2 2013. 203 funds tracked by Wall St. Rank hold BOND as of Q1 2014.

  • Weatherstone Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Weatherstone Capital Management sold 9,985 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2014, an estimated $1.05M.
  • Weatherstone Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Weatherstone Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.39M in Q2 2013.
  • 203 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2014.

Based on Weatherstone Capital Management's 13F filing for Q1 2014, filed 13 May 2014.