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Windsor Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Windsor Financial Group’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
2015
Q3 		– Sell
-4,945
Closed -$529K – 79
2015
Q2 		$529K Buy
+4,945
New +$535K 0.23% 63

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MIS
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LPL Financial
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UBS Group
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KFA
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Windsor Financial Group's BOND Position: Q3 2015 in Review

Windsor Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2015, closing a stake of 4,945 shares — an estimated $529K sold.

Windsor Financial Group first reported a position in BOND in Q2 2015 and held it in 1 quarter. The position peaked at $529K in Q2 2015. 171 funds tracked by Wall St. Rank hold BOND as of Q3 2015.

  • Windsor Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
  • Windsor Financial Group sold 4,945 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2015, an estimated $529K.
  • Windsor Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2015 and held it in 1 quarter.
  • Windsor Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $529K in Q2 2015.
  • 171 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2015.

Based on Windsor Financial Group's 13F filing for Q3 2015, filed 19 Oct 2015.