Alera Investment Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Alera Investment Advisors’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-175	Closed	-$9K	–	849
2019 Q1	$9K	Buy	175 +34	+24%	+$1.7K	﹤0.01%	502
2018 Q4	$7K	Buy	+141	New	+$7K	﹤0.01%	531

Other funds holding SMMU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Alera Investment Advisors's SMMU Position: Q2 2019 in Review

Alera Investment Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2019, closing a stake of 175 shares — an estimated $9K sold.

Alera Investment Advisors first reported a position in SMMU in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 39 funds tracked by Wall St. Rank hold SMMU as of Q2 2019.

Alera Investment Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 175 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2019, an estimated $9K.
Alera Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $9K in Q1 2019.
39 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.