Advocacy Wealth Management Services’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Advocacy Wealth Management Services’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-397	Closed	-$40K	–	162
2018 Q3	$40K	Hold	397	–	–	0.02%	46
2018 Q2	$40K	Sell	397 -297	-43%	-$29.9K	0.03%	47
2018 Q1	$71K	Buy	694 +116	+20%	+$12K	0.05%	32
2017 Q4	$61K	Hold	578	–	–	0.04%	41
2017 Q3	$61K	Hold	578	–	–	0.02%	56
2017 Q2	$61K	Hold	578	–	–	0.02%	66
2017 Q1	$60K	Buy	578 +151	+35%	+$15.5K	0.02%	68
2016 Q4	$44K	Hold	427	–	–	0.01%	81
2016 Q3	$46K	Buy	+427	New	+$45.6K	0.02%	122
2016 Q2	–	Sell	-358	Closed	-$37K	–	407
2016 Q1	$37K	Buy	+358	New	+$35.9K	0.03%	211

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advocacy Wealth Management Services's CORP Position: Q4 2018 in Review

Advocacy Wealth Management Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2018, closing a stake of 397 shares — an estimated $40K sold.

Advocacy Wealth Management Services first reported a position in CORP in Q1 2016 and held it in 10 quarters. The position peaked at $71K in Q1 2018. 120 funds tracked by Wall St. Rank hold CORP as of Q4 2018.

Advocacy Wealth Management Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 397 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $40K.
Advocacy Wealth Management Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2016 and held it in 10 quarters.
Advocacy Wealth Management Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $71K in Q1 2018.
120 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2018, filed 7 Jan 2019.