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Integrated Investment Consultants’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,576
Closed -$83K – 514
2018
Q1 		$83K Buy
+1,576
New +$83.5K 0.03% 355

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integrated Investment Consultants's MUNI Position: Q2 2018 in Review

Integrated Investment Consultants sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2018, closing a stake of 1,576 shares — an estimated $83K sold.

Integrated Investment Consultants first reported a position in MUNI in Q1 2018 and held it in 1 quarter. The position peaked at $83K in Q1 2018. 80 funds tracked by Wall St. Rank hold MUNI as of Q2 2018.

  • Integrated Investment Consultants reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,576 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2018, an estimated $83K.
  • Integrated Investment Consultants first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $83K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.