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

Systelligence LLC’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
Q4 		– Sell
-68,564
Closed -$7.86M – 51
2020
Q3 		$7.86M Buy
68,564
+30,470
+80% +$3.53M 2.38% 15
2020
Q2 		$4.35M Buy
+38,094
New +$4.22M 1.41% 29

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Systelligence LLC's CORP Position: Q4 2020 in Review

Systelligence LLC sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2020, closing a stake of 68,564 shares — an estimated $7.86M sold.

Systelligence LLC first reported a position in CORP in Q2 2020 and held it in 2 quarters. The position peaked at $7.86M in Q3 2020. 136 funds tracked by Wall St. Rank hold CORP as of Q4 2020.

  • Systelligence LLC reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Systelligence LLC sold 68,564 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $7.86M.
  • Systelligence LLC first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Systelligence LLC's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $7.86M in Q3 2020.
  • 136 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Systelligence LLC's 13F filing for Q4 2020, filed 23 Sep 2021.