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Gupta Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-159
Closed -$8K – 1321
2015
Q3 		$8K Buy
+159
New +$8.43K ﹤0.01% 959

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's MUNI Position: Q4 2015 in Review

Gupta Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2015, closing a stake of 159 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in MUNI in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 59 funds tracked by Wall St. Rank hold MUNI as of Q4 2015.

  • Gupta Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 159 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.