Simplicity Solutions’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Simplicity Solutions’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	-10,925	Closed	-$1.16M	–	882
2020 Q1	$1.16M	Buy	+10,925	New	+$1.2M	0.04%	316
2016 Q1	–	Sell	-3,410	Closed	-$338K	–	253
2015 Q4	$338K	Buy	+3,410	New	+$342K	0.04%	529
2015 Q1	–	Sell	-2,525	Closed	-$260K	–	85
2014 Q4	$260K	Buy	+2,525	New	+$260K	0.31%	70

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

Simplicity Solutions's CORP Position: Q2 2020 in Review

Simplicity Solutions sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2020, closing a stake of 10,925 shares — an estimated $1.16M sold.

Simplicity Solutions first reported a position in CORP in Q4 2014 and held it in 3 quarters. The position peaked at $1.16M in Q1 2020. 129 funds tracked by Wall St. Rank hold CORP as of Q2 2020.

Simplicity Solutions reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Simplicity Solutions sold 10,925 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2020, an estimated $1.16M.
Simplicity Solutions first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2014 and held it in 3 quarters.
Simplicity Solutions's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.16M in Q1 2020.
129 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.