Edmonds Duncan Registered Investment Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Edmonds Duncan Registered Investment Advisors’s Portfolio MINT Stock Details MINT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,398	Closed	-$244K	–	152
2021 Q3	$244K	Hold	2,398	–	–	0.07%	123
2021 Q2	$245K	Buy	+2,398	New	+$245K	0.08%	117
2018 Q4	–	Sell	-12,020	Closed	-$1.22M	–	120
2018 Q3	$1.22M	Buy	12,020 +9,565	+390%	+$971K	0.5%	40
2018 Q2	$249K	Sell	2,455 -5,525	-69%	-$561K	0.11%	98
2018 Q1	$810K	Buy	7,980 +500	+7%	+$50.8K	0.36%	51
2017 Q4	$759K	Sell	7,480 -1,800	-19%	-$183K	0.34%	56
2017 Q3	$944K	Sell	9,280 -720	-7%	-$73.2K	0.44%	47
2017 Q2	$1.02M	Buy	+10,000	New	+$1.02M	0.59%	37

Other funds holding MINT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's MINT Position: Q4 2021 in Review

Edmonds Duncan Registered Investment Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2021, closing a stake of 2,398 shares — an estimated $244K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in MINT in Q2 2017 and held it in 8 quarters. The position peaked at $1.22M in Q3 2018. 679 funds tracked by Wall St. Rank hold MINT as of Q4 2021.

Edmonds Duncan Registered Investment Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 2,398 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2021, an estimated $244K.
Edmonds Duncan Registered Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2017 and held it in 8 quarters.
Edmonds Duncan Registered Investment Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.22M in Q3 2018.
679 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2021.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2021, filed 27 Jan 2022.