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

Family 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 Q3	–	Sell	-2,800	Closed	-$156K	–	152
2020 Q2	$156K	Hold	2,800	–	–	0.06%	141
2020 Q1	$153K	Sell	2,800 -560	-17%	-$30.9K	0.08%	131
2019 Q4	$185K	Hold	3,360	–	–	0.06%	150
2019 Q3	$186K	Hold	3,360	–	–	0.07%	134
2019 Q2	$184K	Buy	+3,360	New	+$183K	0.07%	129

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Management's MUNI Position: Q3 2020 in Review

Family Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2020, closing a stake of 2,800 shares — an estimated $156K sold.

Family Management first reported a position in MUNI in Q2 2019 and held it in 5 quarters. The position peaked at $186K in Q3 2019. 118 funds tracked by Wall St. Rank hold MUNI as of Q3 2020.

Family Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Family Management sold 2,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2020, an estimated $156K.
Family Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 5 quarters.
Family Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $186K in Q3 2019.
118 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2020.

Based on Family Management's 13F filing for Q3 2020, filed 13 Nov 2020.