Benjamin F. Edwards & Company’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Benjamin F. Edwards & Company’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 Q3	–	Sell	-71	Closed	-$8K	–	1846
2019 Q2	$8K	Buy	+71	New	+$7.42K	﹤0.01%	1477
2018 Q1	–	Sell	-500	Closed	-$53K	–	1612
2017 Q4	$53K	Buy	500 +400	+400%	+$42.2K	0.01%	797
2017 Q3	$11K	Hold	100	–	–	﹤0.01%	1131
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	1050
2017 Q1	$10K	Buy	+100	New	+$10.3K	﹤0.01%	1011
2015 Q4	–	Sell	-130	Closed	-$13K	–	1151
2015 Q3	$13K	Hold	130	–	–	﹤0.01%	809
2015 Q2	$13K	Hold	130	–	–	﹤0.01%	870
2015 Q1	$14K	Hold	130	–	–	﹤0.01%	828
2014 Q4	$13K	Buy	+130	New	+$13.4K	﹤0.01%	748

Other funds holding CORP

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

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

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

FIM

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

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

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Benjamin F. Edwards & Company's CORP Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2019, closing a stake of 71 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in CORP in Q4 2014 and held it in 9 quarters. The position peaked at $53K in Q4 2017. 115 funds tracked by Wall St. Rank hold CORP as of Q3 2019.

Benjamin F. Edwards & Company reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 71 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2019, an estimated $8K.
Benjamin F. Edwards & Company first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2014 and held it in 9 quarters.
Benjamin F. Edwards & Company's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $53K in Q4 2017.
115 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.