Halbert Hargrove Global Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Halbert Hargrove Global Advisors’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
2019 Q1	–	Sell	-44,356	Closed	-$2.34M	–	69
2018 Q4	$2.34M	Buy	+44,356	New	+$2.32M	0.54%	17

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's MUNI Position: Q1 2019 in Review

Halbert Hargrove Global Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2019, closing a stake of 44,356 shares — an estimated $2.34M sold.

Halbert Hargrove Global Advisors first reported a position in MUNI in Q4 2018 and held it in 1 quarter. The position peaked at $2.34M in Q4 2018. 81 funds tracked by Wall St. Rank hold MUNI as of Q1 2019.

Halbert Hargrove Global Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 44,356 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2019, an estimated $2.34M.
Halbert Hargrove Global Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 1 quarter.
Halbert Hargrove Global Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.34M in Q4 2018.
81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2019.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2019, filed 13 May 2019.