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

AlphaOne Investment 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 Q2	–	Sell	-1,519	Closed	-$155K	–	275
2018 Q1	$155K	Buy	1,519 +547	+56%	+$56.5K	0.04%	168
2017 Q4	$103K	Buy	972 +6	+0.6%	+$633	0.03%	147
2017 Q3	$102K	Buy	+966	New	+$102K	0.03%	146

Other funds holding CORP

RIG

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

RJA

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

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

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

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

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

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MAG

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

AlphaOne Investment Services's CORP Position: Q2 2018 in Review

AlphaOne Investment Services sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2018, closing a stake of 1,519 shares — an estimated $155K sold.

AlphaOne Investment Services first reported a position in CORP in Q3 2017 and held it in 3 quarters. The position peaked at $155K in Q1 2018. 119 funds tracked by Wall St. Rank hold CORP as of Q2 2018.

AlphaOne Investment Services reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
AlphaOne Investment Services sold 1,519 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $155K.
AlphaOne Investment Services first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2017 and held it in 3 quarters.
AlphaOne Investment Services's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $155K in Q1 2018.
119 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.