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

Frontier 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
Q2 		– Sell
-28,617
Closed -$2.97M – 321
2019
Q1 		$2.97M Buy
28,617
+14,213
+99% +$1.44M 0.4% 52
2018
Q4 		$1.43M Sell
14,404
-2,465
-15% -$243K 0.22% 107
2018
Q3 		$1.7M Buy
16,869
+1,634
+11% +$165K 0.16% 103
2018
Q2 		$1.53M Sell
15,235
-5,889
-28% -$593K 0.22% 105
2018
Q1 		$2.16M Sell
21,124
-125
-0.6% -$12.9K 0.3% 83
2017
Q4 		$2.25M Buy
21,249
+793
+4% +$83.6K 0.36% 70
2017
Q3 		$2.16M Sell
20,456
-56,447
-73% -$5.95M 0.31% 87
2017
Q2 		$8.08M Buy
76,903
+1,955
+3% +$204K 1.24% 14
2017
Q1 		$7.72M Buy
74,948
+54,011
+258% +$5.55M 1.18% 15
2016
Q4 		$2.14M Sell
20,937
-58,354
-74% -$6.04M 0.35% 83
2016
Q3 		$8.46M Buy
79,291
+61,391
+343% +$6.55M 1.29% 12
2016
Q2 		$1.9M Sell
17,900
-58,011
-76% -$6.05M 0.3% 87
2016
Q1 		$7.83M Sell
75,911
-6,872
-8% -$689K 0.66% 14
2015
Q4 		$8.19M Buy
82,783
+53,986
+187% +$5.41M 1.32% 13
2015
Q3 		$2.88M Buy
+28,797
New +$2.9M 0.46% 57

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 $7.56B AUM 23.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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

Frontier Wealth Management's CORP Position: Q2 2019 in Review

Frontier Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2019, closing a stake of 28,617 shares — an estimated $2.97M sold.

Frontier Wealth Management first reported a position in CORP in Q3 2015 and held it in 15 quarters. The position peaked at $8.46M in Q3 2016. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2019.

  • Frontier Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 28,617 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $2.97M.
  • Frontier Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2015 and held it in 15 quarters.
  • Frontier Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $8.46M in Q3 2016.
  • 122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.