Resource Planning Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Resource Planning Group’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	–	Sell	-3,938	Closed	-$433K	–	50
2019 Q4	$433K	Sell	3,938 -2,412	-38%	-$264K	0.25%	41
2019 Q3	$697K	Sell	6,350 -246	-4%	-$26.7K	0.41%	27
2019 Q2	$709K	Sell	6,596 -1,769	-21%	-$185K	0.42%	29
2019 Q1	$868K	Sell	8,365 -398	-5%	-$40.3K	0.57%	22
2018 Q4	$868K	Buy	8,763 +96	+1%	+$9.48K	0.65%	21
2018 Q3	$872K	Buy	+8,667	New	+$873K	0.68%	18

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

Resource Planning Group's CORP Position: Q1 2020 in Review

Resource Planning Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2020, closing a stake of 3,938 shares — an estimated $433K sold.

Resource Planning Group first reported a position in CORP in Q3 2018 and held it in 6 quarters. The position peaked at $872K in Q3 2018. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2020.

Resource Planning Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Resource Planning Group sold 3,938 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $433K.
Resource Planning Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2018 and held it in 6 quarters.
Resource Planning Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $872K in Q3 2018.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2020.

Based on Resource Planning Group's 13F filing for Q1 2020, filed 14 Apr 2020.