Dynamic Advisor Solutions’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Dynamic Advisor Solutions’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 Q2	–	Sell	-2,782	Closed	-$289K	–	528
2019 Q1	$289K	Sell	2,782 -3,522	-56%	-$356K	0.05%	309
2018 Q4	$633K	Sell	6,304 -8,091	-56%	-$799K	0.13%	174
2018 Q3	$1.45M	Buy	+14,395	New	+$1.45M	0.3%	103

Other funds holding CORP

RJA

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

RIG

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FIM

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

MAG

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Dynamic Advisor Solutions's CORP Position: Q2 2019 in Review

Dynamic Advisor Solutions sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2019, closing a stake of 2,782 shares — an estimated $289K sold.

Dynamic Advisor Solutions first reported a position in CORP in Q3 2018 and held it in 3 quarters. The position peaked at $1.45M in Q3 2018. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2019.

Dynamic Advisor Solutions reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,782 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $289K.
Dynamic Advisor Solutions first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2018 and held it in 3 quarters.
Dynamic Advisor Solutions's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.45M in Q3 2018.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2019, filed 13 Aug 2019.