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Freestone Capital Holdings’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-38
Closed -$2.16K – 844
2020
Q4 		$2.16K Hold
38
– – ﹤0.01% 1130
2020
Q3 		$2.14K Buy
+38
New +$2.14K ﹤0.01% 1030

Other funds holding MUNI

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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
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freestone Capital Holdings's MUNI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2021, closing a stake of 38 shares — an estimated $2.16K sold.

Freestone Capital Holdings first reported a position in MUNI in Q3 2020 and held it in 2 quarters. The position peaked at $2.16K in Q4 2020. 140 funds tracked by Wall St. Rank hold MUNI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 38 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2021, an estimated $2.16K.
  • Freestone Capital Holdings first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.16K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.