LTI
CORP icon

Laffer Tengler Investments’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Laffer Tengler Investments’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
2020
Q4 		– Sell
-197
Closed -$22.6K – 298
2020
Q3 		$22.6K Hold
197
– – 0.01% 239
2020
Q2 		$22.5K Buy
+197
New +$21.8K 0.01% 232

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Laffer Tengler Investments's CORP Position: Q4 2020 in Review

Laffer Tengler Investments sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2020, closing a stake of 197 shares — an estimated $22.6K sold.

Laffer Tengler Investments first reported a position in CORP in Q2 2020 and held it in 2 quarters. The position peaked at $22.6K in Q3 2020. 136 funds tracked by Wall St. Rank hold CORP as of Q4 2020.

  • Laffer Tengler Investments reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Laffer Tengler Investments sold 197 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $22.6K.
  • Laffer Tengler Investments first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Laffer Tengler Investments's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $22.6K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Laffer Tengler Investments's 13F filing for Q4 2020, filed 19 Feb 2021.