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

WealthPLAN Partners’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
2016
Q3 		$79.4K Sell
750
-750
-50% -$80.1K 0.03% 262
2016
Q2 		$79.8K Buy
+1,500
New +$156K 0.01% 698

Other funds holding CORP

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

WealthPLAN Partners's CORP Position: Q3 2016 in Review

WealthPLAN Partners reduced its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) stake by 50% in Q3 2016, selling an estimated $80.1K and leaving 750 shares worth $79.4K. The position accounts for 0.03% of the portfolio, ranked #262.

WealthPLAN Partners first reported a position in CORP in Q2 2016 and has held it in 2 quarters since. The position peaked at $79.8K in Q2 2016. 74 funds tracked by Wall St. Rank hold CORP as of Q3 2016.

  • WealthPLAN Partners held 750 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $79.4K as of Q3 2016.
  • WealthPLAN Partners sold 750 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2016, an estimated $80.1K.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.03% of WealthPLAN Partners's portfolio in Q3 2016, its #262 holding.
  • WealthPLAN Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $79.8K in Q2 2016.
  • 74 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.