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Legacy Private Trust’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Legacy Private Trust’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
2013
Q3 		– Sell
-4,555
Closed -$462K – 192
2013
Q2 		$462K Buy
+4,555
New +$484K 0.11% 123

Other funds holding CORP

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Private Trust's CORP Position: Q3 2013 in Review

Legacy Private Trust sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2013, closing a stake of 4,555 shares — an estimated $462K sold.

Legacy Private Trust first reported a position in CORP in Q2 2013 and held it in 1 quarter. The position peaked at $462K in Q2 2013. 26 funds tracked by Wall St. Rank hold CORP as of Q3 2013.

  • Legacy Private Trust reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 4,555 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2013, an estimated $462K.
  • Legacy Private Trust first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $462K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.