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

Destination Wealth 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
2019
Q3 		– Sell
-220
Closed -$12K – 370
2019
Q2 		$12K Buy
+220
New +$11.9K ﹤0.01% 422

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destination Wealth Management's MUNI Position: Q3 2019 in Review

Destination Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2019, closing a stake of 220 shares — an estimated $12K sold.

Destination Wealth Management first reported a position in MUNI in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 92 funds tracked by Wall St. Rank hold MUNI as of Q3 2019.

  • Destination Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 220 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2019, an estimated $12K.
  • Destination Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $12K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.