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Calton & Associates’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,469
Closed -$153K – 510
2017
Q4 		$153K Buy
+1,469
New +$155K 0.04% 396

Other funds holding CORP

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
PEA
Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

Calton & Associates's CORP Position: Q1 2018 in Review

Calton & Associates sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2018, closing a stake of 1,469 shares — an estimated $153K sold.

Calton & Associates first reported a position in CORP in Q4 2017 and held it in 1 quarter. The position peaked at $153K in Q4 2017. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2018.

  • Calton & Associates reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,469 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2018, an estimated $153K.
  • Calton & Associates first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $153K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.