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

Beacon Pointe Wealth 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
2019 Q4	$544K	Sell	4,961 -851	-15%	-$93.2K	0.1%	151
2019 Q3	$638K	Sell	5,812 -167	-3%	-$18.1K	0.13%	134
2019 Q2	$647K	Sell	5,979 -1,285	-18%	-$134K	0.14%	135
2019 Q1	$754K	Sell	7,264 -714	-9%	-$72.3K	0.17%	113
2018 Q4	$794K	Buy	+7,978	New	+$788K	0.29%	92

Other funds holding CORP

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CORP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 15% in Q4 2019, selling an estimated $93.2K and leaving 4,961 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #151.

Beacon Pointe Wealth Advisors first reported a position in CORP in Q4 2018 and has held it in 5 quarters since. The position peaked at $794K in Q4 2018. 130 funds tracked by Wall St. Rank hold CORP as of Q4 2019.

Beacon Pointe Wealth Advisors held 4,961 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $544K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 851 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2019, an estimated $93.2K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #151 holding.
Beacon Pointe Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $794K in Q4 2018.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.