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ARS Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

ARS Wealth Advisors’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,989
Closed -$304K – 124
2017
Q2 		$304K Buy
+2,989
New +$304K 0.12% 84

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

ARS Wealth Advisors's MINT Position: Q3 2017 in Review

ARS Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2017, closing a stake of 2,989 shares — an estimated $304K sold.

ARS Wealth Advisors first reported a position in MINT in Q2 2017 and held it in 1 quarter. The position peaked at $304K in Q2 2017. 318 funds tracked by Wall St. Rank hold MINT as of Q3 2017.

  • ARS Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,989 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2017, an estimated $304K.
  • ARS Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2017 and held it in 1 quarter.
  • ARS Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $304K in Q2 2017.
  • 318 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2017.

Based on ARS Wealth Advisors's 13F filing for Q3 2017, filed 11 Jun 2021.