Bay Colony Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bay Colony Advisors’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,860	Closed	-$215K	–	225
2019 Q4	$215K	Sell	3,860 -941	-20%	-$51.9K	0.14%	239
2019 Q3	$265K	Hold	4,801	–	–	0.18%	190
2019 Q2	$263K	Hold	4,801	–	–	0.17%	165
2019 Q1	$259K	Buy	+4,801	New	+$256K	0.17%	162

Other funds holding MUNI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bay Colony Advisors's MUNI Position: Q1 2020 in Review

Bay Colony Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2020, closing a stake of 3,860 shares — an estimated $215K sold.

Bay Colony Advisors first reported a position in MUNI in Q1 2019 and held it in 4 quarters. The position peaked at $265K in Q3 2019. 111 funds tracked by Wall St. Rank hold MUNI as of Q1 2020.

Bay Colony Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Bay Colony Advisors sold 3,860 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2020, an estimated $215K.
Bay Colony Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2019 and held it in 4 quarters.
Bay Colony Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $265K in Q3 2019.
111 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.