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Founders Bank & Trust’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Founders Bank & Trust’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$215K Hold
4,293
– – 0.11% 99
2014
Q3 		$216K Buy
4,293
+2,872
+202% +$145K 0.12% 98
2014
Q2 		$72K Buy
+1,421
New +$71.6K 0.04% 159

Other funds holding SMMU

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Founders Bank & Trust's SMMU Position: Q4 2014 in Review

Founders Bank & Trust held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q4 2014 at 4,293 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #99.

Founders Bank & Trust first reported a position in SMMU in Q2 2014 and has held it in 3 quarters since. The position peaked at $216K in Q3 2014. 23 funds tracked by Wall St. Rank hold SMMU as of Q4 2014.

  • Founders Bank & Trust held 4,293 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $215K as of Q4 2014.
  • Founders Bank & Trust left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q4 2014.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.11% of Founders Bank & Trust's portfolio in Q4 2014, its #99 holding.
  • Founders Bank & Trust first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2014 and has held it in 3 quarters since.
  • Founders Bank & Trust's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $216K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.