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Clark Capital Management Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Clark Capital Management Group’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
2021
Q2 		– Sell
-29,666
Closed -$1.67M – 354
2021
Q1 		$1.67M Buy
29,666
+1,795
+6% +$102K 0.03% 230
2020
Q4 		$1.58M Buy
27,871
+8,141
+41% +$458K 0.03% 242
2020
Q3 		$1.11M Buy
19,730
+3,180
+19% +$179K 0.02% 237
2020
Q2 		$921K Buy
+16,550
New +$908K 0.02% 228

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clark Capital Management Group's MUNI Position: Q2 2021 in Review

Clark Capital Management Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2021, closing a stake of 29,666 shares — an estimated $1.67M sold.

Clark Capital Management Group first reported a position in MUNI in Q2 2020 and held it in 4 quarters. The position peaked at $1.67M in Q1 2021. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

  • Clark Capital Management Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Clark Capital Management Group sold 29,666 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $1.67M.
  • Clark Capital Management Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 4 quarters.
  • Clark Capital Management Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.67M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Clark Capital Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.