Meitav Investment House’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Meitav Investment House’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
2019 Q3	–	Sell	-8,940	Closed	-$943K	–	448
2019 Q2	$943K	Hold	8,940	–	–	0.06%	165
2019 Q1	$927K	Buy	+8,940	New	+$905K	0.05%	180
2018 Q4	–	Sell	-8,940	Closed	-$898K	–	362
2018 Q3	$898K	Hold	8,940	–	–	0.04%	219
2018 Q2	$3.27M	Buy	+8,940	New	+$900K	0.15%	94

Other funds holding CORP

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

FIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Meitav Investment House's CORP Position: Q3 2019 in Review

Meitav Investment House sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2019, closing a stake of 8,940 shares — an estimated $943K sold.

Meitav Investment House first reported a position in CORP in Q2 2018 and held it in 4 quarters. The position peaked at $3.27M in Q2 2018. 115 funds tracked by Wall St. Rank hold CORP as of Q3 2019.

Meitav Investment House reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
Meitav Investment House sold 8,940 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2019, an estimated $943K.
Meitav Investment House first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2018 and held it in 4 quarters.
Meitav Investment House's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $3.27M in Q2 2018.
115 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2019.

Based on Meitav Investment House's 13F filing for Q3 2019, filed 14 Nov 2019.