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

JFS Wealth 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
2015
Q4 		– Sell
-58
Closed -$3K – 553
2015
Q3 		$3K Buy
+58
New +$3.07K ﹤0.01% 422

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $109B AUM 21.36% 1-Year Est. Return

JFS Wealth Advisors's MUNI Position: Q4 2015 in Review

JFS Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2015, closing a stake of 58 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in MUNI in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 59 funds tracked by Wall St. Rank hold MUNI as of Q4 2015.

  • JFS Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 58 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2015, an estimated $3K.
  • JFS Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3K 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 JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.