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Kelman-Lazarov Inc’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-300
Closed -$30.4K – 191
2016
Q4 		$30.4K Hold
300
– – 0.02% 197
2016
Q3 		$30.4K Buy
+300
New +$30.4K 0.02% 219

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Kelman-Lazarov Inc's MINT Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2017, closing a stake of 300 shares — an estimated $30.4K sold.

Kelman-Lazarov Inc first reported a position in MINT in Q3 2016 and held it in 2 quarters. The position peaked at $30.4K in Q4 2016. 293 funds tracked by Wall St. Rank hold MINT as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 300 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2017, an estimated $30.4K.
  • Kelman-Lazarov Inc first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $30.4K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.