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Howard Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Howard Wealth Management’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,300
Closed -$167K – 417
2019
Q4 		$167K Buy
+3,300
New +$167K 0.14% 103

Other funds holding SMMU

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OIA
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Bank of America
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Wealth Management's SMMU Position: Q1 2020 in Review

Howard Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2020, closing a stake of 3,300 shares — an estimated $167K sold.

Howard Wealth Management first reported a position in SMMU in Q4 2019 and held it in 1 quarter. The position peaked at $167K in Q4 2019. 51 funds tracked by Wall St. Rank hold SMMU as of Q1 2020.

  • Howard Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 3,300 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2020, an estimated $167K.
  • Howard Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $167K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.