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Cooper Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cooper Financial 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
2020
Q4 		– Sell
-11,232
Closed -$631K – 301
2020
Q3 		$631K Buy
11,232
+5,332
+90% +$300K 0.18% 77
2020
Q2 		$328K Buy
+5,900
New +$324K 0.11% 135

Other funds holding MUNI

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooper Financial Group's MUNI Position: Q4 2020 in Review

Cooper Financial Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2020, closing a stake of 11,232 shares — an estimated $631K sold.

Cooper Financial Group first reported a position in MUNI in Q2 2020 and held it in 2 quarters. The position peaked at $631K in Q3 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

  • Cooper Financial Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Cooper Financial Group sold 11,232 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $631K.
  • Cooper Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Cooper Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $631K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2020.

Based on Cooper Financial Group's 13F filing for Q4 2020, filed 16 Feb 2021.