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

Hurlow Wealth Management Group’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 Q4	–	Sell	-2,626	Closed	-$287K	–	98
2019 Q3	$287K	Sell	2,626 -7,394	-74%	-$803K	0.31%	78
2019 Q2	$1.07M	Buy	10,020 +1,287	+15%	+$134K	1.12%	19
2019 Q1	$908K	Buy	8,733 +6	+0.1%	+$607	0.97%	20
2018 Q4	$877K	Buy	+8,727	New	+$862K	1.06%	21

Other funds holding CORP

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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

SFA

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

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

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

Hurlow Wealth Management Group's CORP Position: Q4 2019 in Review

Hurlow Wealth Management Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2019, closing a stake of 2,626 shares — an estimated $287K sold.

Hurlow Wealth Management Group first reported a position in CORP in Q4 2018 and held it in 4 quarters. The position peaked at $1.07M in Q2 2019. 130 funds tracked by Wall St. Rank hold CORP as of Q4 2019.

Hurlow Wealth Management Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Hurlow Wealth Management Group sold 2,626 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2019, an estimated $287K.
Hurlow Wealth Management Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2018 and held it in 4 quarters.
Hurlow Wealth Management Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.07M in Q2 2019.
130 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2019.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2019, filed 17 Jan 2020.