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

Bartlett & Co’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 -$52K – 697
2018
Q1 		$52K Buy
+509
New +$52.5K ﹤0.01% 417

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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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's CORP Position: Q2 2018 in Review

Bartlett & Co sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2018, closing a stake of 509 shares — an estimated $52K sold.

Bartlett & Co first reported a position in CORP in Q1 2018 and held it in 1 quarter. The position peaked at $52K in Q1 2018. 119 funds tracked by Wall St. Rank hold CORP as of Q2 2018.

  • Bartlett & Co 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 sold 509 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $52K.
  • Bartlett & Co 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's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $52K 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's 13F filing for Q2 2018, filed 31 Jul 2018.