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

WFG Advisors’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
2017
Q2 		$28K Buy
264
+1
+0.4% +$106 0.01% 860
2017
Q1 		$28K Sell
263
-299
-53% -$31.3K 0.01% 807
2016
Q4 		$59K Sell
562
-646
-53% -$68K 0.01% 679
2016
Q3 		$130K Buy
1,208
+5
+0.4% +$538 0.03% 465
2016
Q2 		$129K Buy
1,203
+3
+0.3% +$318 0.03% 440
2016
Q1 		$127K Sell
1,200
-333
-22% -$34.7K 0.04% 425
2015
Q4 		$160K Buy
1,533
+511
+50% +$54K 0.05% 346
2015
Q3 		$108K Buy
1,022
+126
+14% +$13.5K 0.03% 443
2015
Q2 		$96K Sell
896
-117
-12% -$12.7K 0.03% 542
2015
Q1 		$112K Sell
1,013
-284
-22% -$31.1K 0.03% 500
2014
Q4 		$139K Sell
1,297
-31
-2% -$3.38K 0.03% 545
2014
Q3 		$144K Sell
1,328
-52
-4% -$5.67K 0.03% 535
2014
Q2 		$150K Sell
1,380
-456
-25% -$49.2K 0.03% 526
2014
Q1 		$196K Sell
1,836
-134
-7% -$14.2K 0.04% 437
2013
Q4 		$206K Sell
1,970
-97
-5% -$10.3K 0.03% 507
2013
Q3 		$219K Buy
2,067
+369
+22% +$38.8K 0.03% 457
2013
Q2 		$179K Buy
+1,698
New +$185K 0.03% 490

Other funds holding BOND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's BOND Position: Q2 2017 in Review

WFG Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.38% in Q2 2017, buying an estimated $106 and bringing the position to 264 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #860.

WFG Advisors first reported a position in BOND in Q2 2013 and has held it in 17 quarters since. The position peaked at $219K in Q3 2013. 186 funds tracked by Wall St. Rank hold BOND as of Q2 2017.

  • WFG Advisors held 264 shares of PIMCO Active Bond Exchange-Traded Fund worth $28K as of Q2 2017.
  • WFG Advisors bought 1 PIMCO Active Bond Exchange-Traded Fund share in Q2 2017, an estimated $106.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #860 holding.
  • WFG Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $219K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.