First Allied Advisory Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-1,265	Closed	-$70K	–	1448
2019 Q3	$70K	Buy	+1,265	New	+$69.9K	﹤0.01%	1298
2018 Q1	–	Sell	-2,165	Closed	-$117K	–	1349
2017 Q4	$117K	Buy	+2,165	New	+$116K	﹤0.01%	1177

Other funds holding MUNI

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

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

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

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

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

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 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

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

First Allied Advisory Services's MUNI Position: Q4 2019 in Review

First Allied Advisory Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2019, closing a stake of 1,265 shares — an estimated $70K sold.

First Allied Advisory Services first reported a position in MUNI in Q4 2017 and held it in 2 quarters. The position peaked at $117K in Q4 2017. 102 funds tracked by Wall St. Rank hold MUNI as of Q4 2019.

First Allied Advisory Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,265 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2019, an estimated $70K.
First Allied Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $117K in Q4 2017.
102 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.