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

Orser Capital 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
2021
Q2 		– Sell
-2,035
Closed -$227K – 97
2021
Q1 		$227K Buy
+2,035
New +$231K 0.15% 81

Other funds holding CORP

HighTower Advisors
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Orser Capital Management's CORP Position: Q2 2021 in Review

Orser Capital Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2021, closing a stake of 2,035 shares — an estimated $227K sold.

Orser Capital Management first reported a position in CORP in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 135 funds tracked by Wall St. Rank hold CORP as of Q2 2021.

  • Orser Capital Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Orser Capital Management sold 2,035 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $227K.
  • Orser Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2021 and held it in 1 quarter.
  • Orser Capital Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $227K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2021.

Based on Orser Capital Management's 13F filing for Q2 2021, filed 26 Jul 2021.