CPA
SMMU icon

Clear Perspective Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Clear Perspective Advisors’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,525
Closed -$77K – 185
2019
Q2 		$77K Buy
+1,525
New +$76.7K 0.05% 153

Other funds holding SMMU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Clear Perspective Advisors's SMMU Position: Q3 2019 in Review

Clear Perspective Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2019, closing a stake of 1,525 shares — an estimated $77K sold.

Clear Perspective Advisors first reported a position in SMMU in Q2 2019 and held it in 1 quarter. The position peaked at $77K in Q2 2019. 42 funds tracked by Wall St. Rank hold SMMU as of Q3 2019.

  • Clear Perspective Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,525 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2019, an estimated $77K.
  • Clear Perspective Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 1 quarter.
  • Clear Perspective Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $77K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.