Clarfeld Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$1.13M	Buy	+11,154	New	+$1.13M	0.94%	17

Other funds holding MINT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Clarfeld Financial Advisors's MINT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2018: 11,154 shares worth $1.13M. The stake represents 0.94% of the portfolio and ranks #17 among its holdings.

472 funds tracked by Wall St. Rank hold MINT as of Q4 2018.

Clarfeld Financial Advisors held 11,154 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $1.13M as of Q4 2018.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Clarfeld Financial Advisors position in Q4 2018.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.94% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #17 holding.
472 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.