Pin Oak Investment Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Pin Oak Investment Advisors’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 Q2	–	Sell	-2,000	Closed	-$212K	–	382
2020 Q1	$212K	Hold	2,000	–	–	0.22%	87
2019 Q4	$220K	Hold	2,000	–	–	0.18%	92
2019 Q3	$219K	Hold	2,000	–	–	0.18%	96
2019 Q2	$215K	Hold	2,000	–	–	0.17%	101
2019 Q1	$207K	Hold	2,000	–	–	0.17%	100
2018 Q4	$198K	Hold	2,000	–	–	0.18%	101
2018 Q3	$201K	Hold	2,000	–	–	0.15%	114
2018 Q2	$201K	Hold	2,000	–	–	0.15%	111
2018 Q1	$205K	Hold	2,000	–	–	0.17%	101
2017 Q4	$211K	Buy	+2,000	New	+$211K	0.16%	110

Other funds holding CORP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

SFA

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

MAG

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

TCM

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

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

AWMG

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

Pin Oak Investment Advisors's CORP Position: Q2 2020 in Review

Pin Oak Investment Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2020, closing a stake of 2,000 shares — an estimated $212K sold.

Pin Oak Investment Advisors first reported a position in CORP in Q4 2017 and held it in 10 quarters. The position peaked at $220K in Q4 2019. 129 funds tracked by Wall St. Rank hold CORP as of Q2 2020.

Pin Oak Investment Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Pin Oak Investment Advisors sold 2,000 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2020, an estimated $212K.
Pin Oak Investment Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 10 quarters.
Pin Oak Investment Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $220K in Q4 2019.
129 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.