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

Doyle 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
2019 Q3	–	Sell	-239	Closed	-$26K	–	303
2019 Q2	$26K	Buy	+239	New	+$25K	﹤0.01%	470
2019 Q1	–	Sell	-239	Closed	-$24K	–	293
2018 Q4	$24K	Buy	+239	New	+$23.6K	﹤0.01%	481

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

Doyle Wealth Management's CORP Position: Q3 2019 in Review

Doyle Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2019, closing a stake of 239 shares — an estimated $26K sold.

Doyle Wealth Management first reported a position in CORP in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q2 2019. 115 funds tracked by Wall St. Rank hold CORP as of Q3 2019.

Doyle Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 239 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2019, an estimated $26K.
Doyle Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $26K in Q2 2019.
115 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.