Corient Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Corient Capital Partners’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	-5,567	Closed	-$313K	–	552
2020 Q3	$313K	Hold	5,567	–	–	0.04%	334
2020 Q2	$310K	Hold	5,567	–	–	0.04%	324
2020 Q1	$304K	Hold	5,567	–	–	0.05%	296
2019 Q4	$307K	Hold	5,567	–	–	0.04%	352
2019 Q3	$308K	Hold	5,567	–	–	0.04%	342
2019 Q2	$305K	Hold	5,567	–	–	0.05%	304
2019 Q1	$300K	Hold	5,567	–	–	0.05%	279
2018 Q4	$294K	Buy	5,567 +1,358	+32%	+$71K	0.05%	261
2018 Q3	$221K	Hold	4,209	–	–	0.04%	253
2018 Q2	$223K	Hold	4,209	–	–	0.04%	250
2018 Q1	$222K	Hold	4,209	–	–	0.04%	236
2017 Q4	$226K	Hold	4,209	–	–	0.04%	265
2017 Q3	$226K	Hold	4,209	–	–	0.04%	256
2017 Q2	$225K	Hold	4,209	–	–	0.03%	288
2017 Q1	$223K	Hold	4,209	–	–	0.03%	283
2016 Q4	$221K	Hold	4,209	–	–	0.04%	289
2016 Q3	$231K	Buy	+4,209	New	+$231K	0.04%	280

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Capital Partners's MUNI Position: Q4 2020 in Review

Corient Capital Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2020, closing a stake of 5,567 shares — an estimated $313K sold.

Corient Capital Partners first reported a position in MUNI in Q3 2016 and held it in 17 quarters. The position peaked at $313K in Q3 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

Corient Capital Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Corient Capital Partners sold 5,567 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $313K.
Corient Capital Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2016 and held it in 17 quarters.
Corient Capital Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $313K 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 Corient Capital Partners's 13F filing for Q4 2020, filed 12 Feb 2021.