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

Howe & Rusling’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 Q1	–	Sell	-17	Closed	-$1.72K	–	823
2018 Q4	$2K	Buy	+17	New	+$1.68K	﹤0.01%	655
2015 Q1	–	Sell	-300	Closed	-$31K	–	939
2014 Q4	$31K	Buy	+300	New	+$30.9K	0.01%	333

Other funds holding CORP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 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

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

Howe & Rusling's CORP Position: Q1 2019 in Review

Howe & Rusling sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2019, closing a stake of 17 shares — an estimated $1.72K sold.

Howe & Rusling first reported a position in CORP in Q4 2014 and held it in 2 quarters. The position peaked at $31K in Q4 2014. 130 funds tracked by Wall St. Rank hold CORP as of Q1 2019.

Howe & Rusling reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Howe & Rusling sold 17 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2019, an estimated $1.72K.
Howe & Rusling first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2014 and held it in 2 quarters.
Howe & Rusling's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $31K in Q4 2014.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.