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

Apriem Advisors’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 Q1	–	Sell	-9,482	Closed	-$1M	–	136
2017 Q4	$1M	Buy	9,482 +4,075	+75%	+$430K	0.25%	50
2017 Q3	$570K	Buy	+5,407	New	+$570K	0.14%	68
2017 Q2	–	Sell	-1,600	Closed	-$165K	–	215
2017 Q1	$165K	Hold	1,600	–	–	0.04%	137
2016 Q4	$164K	Buy	+1,600	New	+$166K	0.05%	134

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PEA

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

Apriem Advisors's CORP Position: Q1 2018 in Review

Apriem Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2018, closing a stake of 9,482 shares — an estimated $1M sold.

Apriem Advisors first reported a position in CORP in Q4 2016 and held it in 4 quarters. The position peaked at $1M in Q4 2017. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2018.

Apriem Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
Apriem Advisors sold 9,482 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2018, an estimated $1M.
Apriem Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2016 and held it in 4 quarters.
Apriem Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1M in Q4 2017.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2018.

Based on Apriem Advisors's 13F filing for Q1 2018, filed 11 May 2018.