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Winslow Evans & Crocker’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$623K Buy
5,507
+4,859
+750% +$546K 0.12% 179
2020
Q3 		$73K Buy
648
+85
+15% +$9.56K 0.02% 402
2020
Q2 		$63K Sell
563
-1
-0.2% -$110 0.02% 428
2020
Q1 		$60K Buy
564
+60
+12% +$6.52K 0.02% 403
2019
Q4 		$56K Sell
504
-150
-23% -$16.2K 0.01% 481
2019
Q3 		$72K Buy
654
+350
+115% +$37.9K 0.02% 447
2019
Q2 		$34K Sell
304
-4
-1% -$423 0.01% 583
2019
Q1 		$34K Hold
308
– – 0.01% 567
2018
Q4 		$32K Buy
308
+22
+8% +$2.23K 0.01% 535
2018
Q3 		$30K Hold
286
– – 0.01% 578
2018
Q2 		$30K Buy
286
+36
+14% +$3.7K 0.01% 595
2018
Q1 		$26K Sell
250
-2
-0.8% -$209 0.01% 602
2017
Q4 		$26.6K Buy
+252
New +$26.8K 0.01% 606
2016
Q3 		– Sell
-208
Closed -$22.2K – 1296
2016
Q2 		$22.2K Sell
208
-63
-23% -$6.68K 0.01% 680
2016
Q1 		$28.6K Buy
271
+207
+323% +$21.6K 0.01% 621
2015
Q4 		$6.67K Hold
64
– – ﹤0.01% 992
2015
Q3 		$6.75K Hold
64
– – ﹤0.01% 968
2015
Q2 		$6.85K Buy
+64
New +$6.93K ﹤0.01% 1017
2014
Q4 		– Sell
-126
Closed -$13.6K – 1309
2014
Q3 		$13.6K Buy
126
+1
+0.8% +$109 ﹤0.01% 825
2014
Q2 		$13.6K Buy
+125
New +$13.5K ﹤0.01% 769

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's BOND Position: Q4 2020 in Review

Winslow Evans & Crocker increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 750% in Q4 2020, buying an estimated $546K and bringing the position to 5,507 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #179.

Winslow Evans & Crocker first reported a position in BOND in Q2 2014 and has held it in 20 quarters since. 376 funds tracked by Wall St. Rank hold BOND as of Q4 2020.

  • Winslow Evans & Crocker held 5,507 shares of PIMCO Active Bond Exchange-Traded Fund worth $623K as of Q4 2020.
  • Winslow Evans & Crocker bought 4,859 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2020, an estimated $546K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Winslow Evans & Crocker's portfolio in Q4 2020, its #179 holding.
  • Winslow Evans & Crocker first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2014 and has held it in 20 quarters since.
  • 376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.