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

Lenox 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
2018 Q4	–	Sell	-350	Closed	-$35K	–	646
2018 Q3	$35K	Hold	350	–	–	0.01%	257
2018 Q2	$35K	Hold	350	–	–	0.01%	238
2018 Q1	$35K	Hold	350	–	–	0.01%	243
2017 Q4	$37K	Hold	350	–	–	0.01%	237
2017 Q3	$36K	Hold	350	–	–	0.01%	261
2017 Q2	$37K	Buy	+350	New	+$36.5K	0.02%	229

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Management's CORP Position: Q4 2018 in Review

Lenox Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2018, closing a stake of 350 shares — an estimated $35K sold.

Lenox Wealth Management first reported a position in CORP in Q2 2017 and held it in 6 quarters. The position peaked at $37K in Q4 2017. 120 funds tracked by Wall St. Rank hold CORP as of Q4 2018.

Lenox Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 350 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $35K.
Lenox Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $37K in Q4 2017.
120 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.