COCM
EMNT icon

Charter Oak Capital Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Charter Oak Capital Management’s Portfolio EMNT Stock Details EMNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,500
Closed -$150K – 980
2021
Q4 		$150K Hold
1,500
– – 0.02% 207
2021
Q3 		$151K Buy
+1,500
New +$151K 0.02% 197

Other funds holding EMNT

MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Charter Oak Capital Management's EMNT Position: Q1 2022 in Review

Charter Oak Capital Management sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q1 2022, closing a stake of 1,500 shares — an estimated $150K sold.

Charter Oak Capital Management first reported a position in EMNT in Q3 2021 and held it in 2 quarters. The position peaked at $151K in Q3 2021. 53 funds tracked by Wall St. Rank hold EMNT as of Q1 2022.

  • Charter Oak Capital Management reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,500 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2022, an estimated $150K.
  • Charter Oak Capital Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2021 and held it in 2 quarters.
  • Charter Oak Capital Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $151K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.