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

Cutler Capital Management’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
Q2 		– Sell
-3,800
Closed -$207K – 93
2020
Q1 		$207K Hold
3,800
– – 0.1% 94
2019
Q4 		$210K Buy
+3,800
New +$210K 0.07% 105

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cutler Capital Management's MUNI Position: Q2 2020 in Review

Cutler Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2020, closing a stake of 3,800 shares — an estimated $207K sold.

Cutler Capital Management first reported a position in MUNI in Q4 2019 and held it in 2 quarters. The position peaked at $210K in Q4 2019. 115 funds tracked by Wall St. Rank hold MUNI as of Q2 2020.

  • Cutler Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Cutler Capital Management sold 3,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2020, an estimated $207K.
  • Cutler Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 2 quarters.
  • Cutler Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $210K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2020.

Based on Cutler Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.