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Gerstein Fisher’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Gerstein Fisher’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
2014
Q1 		– Sell
-16,000
Closed -$828K – 400
2013
Q4 		$828K Buy
+16,000
New +$833K 0.03% 316

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gerstein Fisher's MUNI Position: Q1 2014 in Review

Gerstein Fisher sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2014, closing a stake of 16,000 shares — an estimated $828K sold.

Gerstein Fisher first reported a position in MUNI in Q4 2013 and held it in 1 quarter. The position peaked at $828K in Q4 2013. 47 funds tracked by Wall St. Rank hold MUNI as of Q1 2014.

  • Gerstein Fisher reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 16,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2014, an estimated $828K.
  • Gerstein Fisher first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2013 and held it in 1 quarter.
  • Gerstein Fisher's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $828K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.