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Cascadia Advisory Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Cascadia Advisory Services’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 		$679K Buy
+6,660
New +$678K 0.19% 143

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

Cascadia Advisory Services's MINT Position: Q3 2020 in Review

Cascadia Advisory Services opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2020: 6,660 shares worth $679K. The stake represents 0.19% of the portfolio and ranks #143 among its holdings.

592 funds tracked by Wall St. Rank hold MINT as of Q3 2020.

  • Cascadia Advisory Services held 6,660 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $679K as of Q3 2020.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Cascadia Advisory Services position in Q3 2020.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.19% of Cascadia Advisory Services's portfolio in Q3 2020, its #143 holding.
  • 592 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.