Winslow Evans & Crocker’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Winslow Evans & Crocker’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$13K	Buy	130 +70	+117%	+$6.72K	﹤0.01%	895
2020 Q3	$6K	Sell	60 -250	-81%	-$23.4K	﹤0.01%	844
2020 Q2	$28K	Hold	310	–	–	0.01%	551
2020 Q1	$28K	Hold	310	–	–	0.01%	520
2019 Q4	$32K	Hold	310	–	–	0.01%	586
2019 Q3	$32K	Hold	310	–	–	0.01%	580
2019 Q2	$32K	Hold	310	–	–	0.01%	595
2019 Q1	$32K	Buy	310 +50	+19%	+$4.94K	0.01%	581
2018 Q4	$26K	Hold	260	–	–	0.01%	590
2018 Q3	$28K	Buy	+260	New	+$26K	0.01%	595
2016 Q3	–	Sell	-4	Closed	-$292	–	1304
2016 Q2	$292	Buy	4 +1	+33%	+$95	﹤0.01%	1257
2016 Q1	$279	Sell	3 -1	-25%	-$90	﹤0.01%	1253
2015 Q4	$276	Buy	+4	New	+$378	﹤0.01%	1335
2014 Q3	–	Sell	-100	Closed	-$10.7K	–	1407
2014 Q2	$10.7K	Hold	100	–	–	﹤0.01%	832
2014 Q1	$10.7K	Hold	100	–	–	﹤0.01%	825
2013 Q4	$11K	Buy	+100	New	+$10.6K	﹤0.01%	872

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Winslow Evans & Crocker increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 117% in Q4 2020, buying an estimated $6.72K and bringing the position to 130 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Winslow Evans & Crocker first reported a position in HYS in Q4 2013 and has held it in 16 quarters since. The position peaked at $32K in Q4 2019. 250 funds tracked by Wall St. Rank hold HYS as of Q4 2020.

Winslow Evans & Crocker held 130 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $13K as of Q4 2020.
Winslow Evans & Crocker bought 70 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $6.72K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #895 holding.
Winslow Evans & Crocker first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2013 and has held it in 16 quarters since.
Winslow Evans & Crocker's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $32K in Q4 2019.
250 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

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