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

Baystate 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
2019 Q1	–	Sell	-7	Closed	-$1K	–	668
2018 Q4	$1K	Buy	+7	New	+$691	﹤0.01%	566
2018 Q1	–	Sell	-8	Closed	-$1K	–	683
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	561
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	546
2017 Q2	$1K	Buy	+8	New	+$834	﹤0.01%	563

Other funds holding CORP

RIG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

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

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

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

FIM

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

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 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

Baystate Wealth Management's CORP Position: Q1 2019 in Review

Baystate Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2019, closing a stake of 7 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CORP in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 130 funds tracked by Wall St. Rank hold CORP as of Q1 2019.

Baystate Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 7 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2019, an estimated $1K.
Baystate Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2017 and held it in 4 quarters.
Baystate Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1K in Q4 2018.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.