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Asset Planning Services (Pennsylvania)’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2018
Q1 		– Sell
-204
Closed -$21K – 282
2017
Q4 		$21K Buy
204
+1
+0.5% +$102 0.01% 172
2017
Q3 		$21K Buy
203
+1
+0.5% +$102 0.01% 194
2017
Q2 		$21K Hold
202
– – 0.01% 181
2017
Q1 		$20K Buy
+202
New +$20.5K 0.01% 187
2016
Q3 		– Sell
-36
Closed -$4K – 285
2016
Q2 		$4K Hold
36
– – ﹤0.01% 242
2016
Q1 		$4K Hold
36
– – ﹤0.01% 232
2015
Q4 		$4K Hold
36
– – ﹤0.01% 207
2015
Q3 		$4K Sell
36
-1,366
-97% -$138K ﹤0.01% 203
2015
Q2 		$142K Buy
+1,402
New +$142K 0.14% 63

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return