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Atwood & Palmer’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Atwood & Palmer’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
2020
Q4 		– Sell
-136
Closed -$14K – 382
2020
Q3 		$14K Buy
+136
New +$13.8K ﹤0.01% 254

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer's MINT Position: Q4 2020 in Review

Atwood & Palmer sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2020, closing a stake of 136 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in MINT in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 641 funds tracked by Wall St. Rank hold MINT as of Q4 2020.

  • Atwood & Palmer reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Atwood & Palmer sold 136 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2020, an estimated $14K.
  • Atwood & Palmer first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Atwood & Palmer's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $14K in Q3 2020.
  • 641 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2020.

Based on Atwood & Palmer's 13F filing for Q4 2020, filed 4 Feb 2021.