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

Beacon Pointe 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
2020
Q4 		– Sell
-2,067
Closed -$237K – 513
2020
Q3 		$237K Sell
2,067
-313
-13% -$36.3K 0.02% 334
2020
Q2 		$271K Sell
2,380
-2,482
-51% -$275K 0.03% 323
2020
Q1 		$518K Buy
+4,862
New +$532K 0.08% 175

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Beacon Pointe Advisors's CORP Position: Q4 2020 in Review

Beacon Pointe Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2020, closing a stake of 2,067 shares — an estimated $237K sold.

Beacon Pointe Advisors first reported a position in CORP in Q1 2020 and held it in 3 quarters. The position peaked at $518K in Q1 2020. 136 funds tracked by Wall St. Rank hold CORP as of Q4 2020.

  • Beacon Pointe Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,067 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $237K.
  • Beacon Pointe Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $518K in Q1 2020.
  • 136 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Beacon Pointe Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.