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B. Riley Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

B. Riley Wealth Management’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
-3,972
Closed -$200K – 431
2019
Q1 		$200K Buy
+3,972
New +$199K 0.03% 350

Other funds holding SMMU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

B. Riley Wealth Management's SMMU Position: Q2 2019 in Review

B. Riley Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2019, closing a stake of 3,972 shares — an estimated $200K sold.

B. Riley Wealth Management first reported a position in SMMU in Q1 2019 and held it in 1 quarter. The position peaked at $200K in Q1 2019. 39 funds tracked by Wall St. Rank hold SMMU as of Q2 2019.

  • B. Riley Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,972 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2019, an estimated $200K.
  • B. Riley Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • B. Riley Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $200K 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 B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.