BC
MINT icon

Burney Company’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Burney Company’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
Q3 		– Sell
-7,518
Closed -$765K – 511
2020
Q2 		$765K Buy
+7,518
New +$757K 0.05% 295

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Burney Company's MINT Position: Q3 2020 in Review

Burney Company sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2020, closing a stake of 7,518 shares — an estimated $765K sold.

Burney Company first reported a position in MINT in Q2 2020 and held it in 1 quarter. The position peaked at $765K in Q2 2020. 592 funds tracked by Wall St. Rank hold MINT as of Q3 2020.

  • Burney Company reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 7,518 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2020, an estimated $765K.
  • Burney Company first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • Burney Company's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $765K in Q2 2020.
  • 592 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.