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

Simon Quick 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
2018 Q2	–	Sell	-141	Closed	-$14K	–	350
2018 Q1	$14K	Buy	+141	New	+$14.6K	0.01%	223
2017 Q4	–	Sell	-141	Closed	-$15K	–	464
2017 Q3	$15K	Buy	+141	New	+$14.9K	0.01%	384

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MAG

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Simon Quick Advisors's CORP Position: Q2 2018 in Review

Simon Quick Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2018, closing a stake of 141 shares — an estimated $14K sold.

Simon Quick Advisors first reported a position in CORP in Q3 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 119 funds tracked by Wall St. Rank hold CORP as of Q2 2018.

Simon Quick Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Simon Quick Advisors sold 141 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $14K.
Simon Quick Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2017 and held it in 2 quarters.
Simon Quick Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $15K in Q3 2017.
119 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2018.

Based on Simon Quick Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.