Bartlett & Co Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Bartlett & Co Wealth Management’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	-509	Closed	-$52.1K	–	721
2018 Q1	$52.1K	Buy	+509	New	+$52.5K	﹤0.01%	422

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

Bartlett & Co Wealth Management's CORP Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2018, closing a stake of 509 shares — an estimated $52.1K sold.

Bartlett & Co Wealth Management first reported a position in CORP in Q1 2018 and held it in 1 quarter. The position peaked at $52.1K in Q1 2018. 119 funds tracked by Wall St. Rank hold CORP as of Q2 2018.

Bartlett & Co Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Bartlett & Co Wealth Management sold 509 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $52.1K.
Bartlett & Co Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 1 quarter.
Bartlett & Co Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $52.1K 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 Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.