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

LBA 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
2015
Q3 		– Sell
-71
Closed -$7K – 345
2015
Q2 		$7K Hold
71
– – ﹤0.01% 258
2015
Q1 		$7K Buy
+71
New +$7.4K ﹤0.01% 250

Other funds holding CORP

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBA Wealth Management's CORP Position: Q3 2015 in Review

LBA Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2015, closing a stake of 71 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in CORP in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q2 2015. 37 funds tracked by Wall St. Rank hold CORP as of Q3 2015.

  • LBA Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 71 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2015, an estimated $7K.
  • LBA Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2015 and held it in 2 quarters.
  • LBA Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.