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Willingdon Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Willingdon Wealth 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
2017
Q4 		– Sell
-159
Closed -$17K – 350
2017
Q3 		$17K Buy
+159
New +$17K 0.01% 197

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Willingdon Wealth Management's BOND Position: Q4 2017 in Review

Willingdon Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2017, closing a stake of 159 shares — an estimated $17K sold.

Willingdon Wealth Management first reported a position in BOND in Q3 2017 and held it in 1 quarter. The position peaked at $17K in Q3 2017. 220 funds tracked by Wall St. Rank hold BOND as of Q4 2017.

  • Willingdon Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 159 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2017, an estimated $17K.
  • Willingdon Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $17K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.