KCPG
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Kavar Capital Partners Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Kavar Capital Partners Group’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$51K – 277
2018
Q2 		$51K Hold
500
– – 0.03% 187
2018
Q1 		$51K Buy
+500
New +$50.8K 0.03% 183
2016
Q1 		– Sell
-500
Closed -$50K – 268
2015
Q4 		$50K Hold
500
– – 0.03% 167
2015
Q3 		$50K Hold
500
– – 0.04% 169
2015
Q2 		$50K Buy
+500
New +$50.6K 0.03% 180
2014
Q2 		– Sell
-500
Closed -$50K – 316
2014
Q1 		$50K Sell
500
-485
-49% -$49.2K 0.04% 197
2013
Q4 		$99K Buy
+985
New +$99.9K 0.09% 151

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return