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

Capital Advisors Ltd’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
2019
Q1 		– Sell
-3,800
Closed -$201K – 444
2018
Q4 		$201K Buy
+3,800
New +$199K 0.06% 147

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Advisors Ltd's MUNI Position: Q1 2019 in Review

Capital Advisors Ltd sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2019, closing a stake of 3,800 shares — an estimated $201K sold.

Capital Advisors Ltd first reported a position in MUNI in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 81 funds tracked by Wall St. Rank hold MUNI as of Q1 2019.

  • Capital Advisors Ltd reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 3,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2019, an estimated $201K.
  • Capital Advisors Ltd first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 1 quarter.
  • Capital Advisors Ltd's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $201K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2019.

Based on Capital Advisors Ltd's 13F filing for Q1 2019, filed 1 May 2019.