USAdvisors Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

USAdvisors Wealth Management’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 Q4	–	Sell	-2,356	Closed	-$237K	–	49
2018 Q3	$237K	Sell	2,356 -107,343	-98%	-$10.8M	0.17%	57
2018 Q2	$11M	Buy	109,699 +3,880	+4%	+$391K	8.32%	2
2018 Q1	$10.8M	Buy	105,819 +10,614	+11%	+$1.1M	8.59%	2
2017 Q4	$10.1M	Buy	+95,205	New	+$10M	8.6%	2

Other funds holding CORP

RIG

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

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

RJA

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

Jane Street New York $777B AUM 61.18% 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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

TCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAdvisors Wealth Management's CORP Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2018, closing a stake of 2,356 shares — an estimated $237K sold.

USAdvisors Wealth Management first reported a position in CORP in Q4 2017 and held it in 4 quarters. The position peaked at $11M in Q2 2018. 120 funds tracked by Wall St. Rank hold CORP as of Q4 2018.

USAdvisors Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
USAdvisors Wealth Management sold 2,356 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $237K.
USAdvisors Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 4 quarters.
USAdvisors Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $11M in Q2 2018.
120 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.