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

Burt 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
2016
Q3 		– Sell
-55
Closed -$5K – 415
2016
Q2 		$5K Buy
55
+30
+120% +$3.13K 0.01% 311
2016
Q1 		$3K Sell
25
-26
-51% -$2.61K ﹤0.01% 422
2015
Q4 		$5K Hold
51
– – ﹤0.01% 366
2015
Q3 		$5K Buy
+51
New +$5.13K 0.01% 305

Other funds holding CORP

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Burt Wealth Advisors's CORP Position: Q3 2016 in Review

Burt Wealth Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2016, closing a stake of 55 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in CORP in Q3 2015 and held it in 4 quarters. The position peaked at $5K in Q2 2016. 74 funds tracked by Wall St. Rank hold CORP as of Q3 2016.

  • Burt Wealth Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 55 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5K in Q2 2016.
  • 74 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2016.

Based on Burt Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.