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Global Wealth Management Investment Advisory’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-74
Closed -$8K – 749
2019
Q1 		$8K Sell
74
-212
-74% -$21.5K ﹤0.01% 407
2018
Q4 		$29K Buy
+286
New +$29K 0.02% 261

Other funds holding MINT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's MINT Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2019, closing a stake of 74 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in MINT in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2018. 455 funds tracked by Wall St. Rank hold MINT as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 74 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2019, an estimated $8K.
  • Global Wealth Management Investment Advisory first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $29K in Q4 2018.
  • 455 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.