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

Peak 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
2020 Q1	$3.91M	Buy	36,920 +1,186	+3%	+$130K	4.18%	12
2019 Q4	$3.94M	Sell	35,734 -4,855	-12%	-$532K	3.2%	13
2019 Q3	$4.45M	Sell	40,589 -693	-2%	-$75.2K	2.98%	14
2019 Q2	$4.48M	Sell	41,282 -2,518	-6%	-$263K	3.05%	14
2019 Q1	$4.54M	Buy	43,800 +27,551	+170%	+$2.79M	3.11%	14
2018 Q4	$1.61M	Buy	16,249 +1,613	+11%	+$159K	1.16%	22
2018 Q3	$1.45M	Sell	14,636 -2,483	-15%	-$250K	1.07%	23
2018 Q2	$1.72M	Buy	17,119 +2,016	+13%	+$203K	1.04%	26
2018 Q1	$1.54M	Buy	15,103 +950	+7%	+$98.1K	1.2%	23
2017 Q4	$1.49M	Hold	14,153	–	–	1.02%	24
2017 Q3	$1.49M	Buy	14,153 +1,665	+13%	+$176K	0.99%	24
2017 Q2	$1.31M	Buy	+12,488	New	+$1.3M	0.73%	34

Other funds holding CORP

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Peak Capital Management's CORP Position: Q1 2020 in Review

Peak Capital Management increased its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 3.3% in Q1 2020, buying an estimated $130K and bringing the position to 36,920 shares worth $3.91M. The position accounts for 4.18% of the portfolio, ranked #12.

Peak Capital Management first reported a position in CORP in Q2 2017 and has held it in 12 quarters since. The position peaked at $4.54M in Q1 2019. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2020.

Peak Capital Management held 36,920 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $3.91M as of Q1 2020.
Peak Capital Management bought 1,186 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $130K.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 4.18% of Peak Capital Management's portfolio in Q1 2020, its #12 holding.
Peak Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2017 and has held it in 12 quarters since.
Peak Capital Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $4.54M in Q1 2019.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2020.

Based on Peak Capital Management's 13F filing for Q1 2020, filed 1 Apr 2020.