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

Destination Wealth Management’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 Q4	–	Sell	-17,573	Closed	-$1.77M	–	544
2018 Q3	$1.77M	Hold	17,573	–	–	0.1%	89
2018 Q2	$1.76M	Buy	17,573 +17,526	+37,289%	+$1.76M	0.11%	88
2018 Q1	$5K	Sell	47 -9,857	-100%	-$1.02M	﹤0.01%	443
2017 Q4	$1.05M	Hold	9,904	–	–	0.06%	94
2017 Q3	$1.04M	Hold	9,904	–	–	0.07%	93
2017 Q2	$1.04M	Hold	9,904	–	–	0.07%	95
2017 Q1	$1.02M	Hold	9,904	–	–	0.07%	91
2016 Q4	$1.01M	Buy	9,904 +797	+9%	+$82.5K	0.07%	89
2016 Q3	$972K	Hold	9,107	–	–	0.08%	88
2016 Q2	$968K	Hold	9,107	–	–	0.08%	82
2016 Q1	$901K	Hold	9,107	–	–	0.09%	85
2015 Q4	$901K	Buy	+9,107	New	+$913K	0.09%	85

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

FIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's CORP Position: Q4 2018 in Review

Destination Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2018, closing a stake of 17,573 shares — an estimated $1.77M sold.

Destination Wealth Management first reported a position in CORP in Q4 2015 and held it in 12 quarters. The position peaked at $1.77M in Q3 2018. 120 funds tracked by Wall St. Rank hold CORP as of Q4 2018.

Destination Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 17,573 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $1.77M.
Destination Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2015 and held it in 12 quarters.
Destination Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.77M in Q3 2018.
120 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.