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

Whittier Trust’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
-185
Closed -$20K – 1415
2020
Q1 		$20K Buy
+185
New +$20.2K ﹤0.01% 982

Other funds holding CORP

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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Royal Bank of Canada
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)
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
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

Whittier Trust's CORP Position: Q2 2020 in Review

Whittier Trust sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2020, closing a stake of 185 shares — an estimated $20K sold.

Whittier Trust first reported a position in CORP in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 129 funds tracked by Wall St. Rank hold CORP as of Q2 2020.

  • Whittier Trust reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Whittier Trust sold 185 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2020, an estimated $20K.
  • Whittier Trust first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • Whittier Trust's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $20K 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 Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.