Integrated Wealth Management (Palm Desert)’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.51M	Buy	14,636 +4,461	+44%	+$458K	0.51%	57
2016 Q4	$1.04M	Buy	10,175 +2,781	+38%	+$288K	0.39%	74
2016 Q3	$789K	Buy	7,394 +6,022	+439%	+$643K	0.28%	82
2016 Q2	$146K	Buy	+1,372	New	+$143K	0.06%	257

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CORP Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 44% in Q1 2017, buying an estimated $458K and bringing the position to 14,636 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #57.

Integrated Wealth Management (Palm Desert) first reported a position in CORP in Q2 2016 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold CORP as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 14,636 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $1.51M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 4,461 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2017, an estimated $458K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.51% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #57 holding.
Integrated Wealth Management (Palm Desert) first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2016 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.