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Jefferies Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Jefferies Group’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
2013
Q4 		– Sell
-8,230
Closed -$429K – 2125
2013
Q3 		$429K Buy
+8,230
New +$425K ﹤0.01% 1264

Other funds holding MUNI

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DD
Dominick & Dominick New York $197M AUM 11.37% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Jefferies Group's MUNI Position: Q4 2013 in Review

Jefferies Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2013, closing a stake of 8,230 shares — an estimated $429K sold.

Jefferies Group first reported a position in MUNI in Q3 2013 and held it in 1 quarter. The position peaked at $429K in Q3 2013. 48 funds tracked by Wall St. Rank hold MUNI as of Q4 2013.

  • Jefferies Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • Jefferies Group sold 8,230 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2013, an estimated $429K.
  • Jefferies Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2013 and held it in 1 quarter.
  • Jefferies Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $429K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2013.

Based on Jefferies Group's 13F filing for Q4 2013, filed 18 Feb 2014.