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Ladenburg Thalmann Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$5.44M Buy
98,630
+19,117
+24% +$1.05M 0.03% 456
2019
Q3 		$4.4M Buy
79,513
+26,397
+50% +$1.46M 0.03% 507
2019
Q2 		$2.91M Buy
53,116
+44,773
+537% +$2.43M 0.02% 653
2019
Q1 		$449K Buy
8,343
+2,013
+32% +$107K ﹤0.01% 1768
2018
Q4 		$335K Buy
6,330
+1,260
+25% +$65.9K ﹤0.01% 1835
2018
Q3 		$266K Buy
5,070
+1,383
+38% +$73K ﹤0.01% 2079
2018
Q2 		$194K Hold
3,687
– – ﹤0.01% 2263
2018
Q1 		$194K Sell
3,687
-2,886
-44% -$153K ﹤0.01% 2263
2017
Q4 		$353K Buy
6,573
+1,388
+27% +$74.5K ﹤0.01% 1786
2017
Q3 		$280K Sell
5,185
-145
-3% -$7.8K ﹤0.01% 1849
2017
Q2 		$284K Sell
5,330
-89
-2% -$4.75K ﹤0.01% 1775
2017
Q1 		$287K Buy
5,419
+1,061
+24% +$55.9K ﹤0.01% 1663
2016
Q4 		$229K Buy
4,358
+1,940
+80% +$103K ﹤0.01% 1720
2016
Q3 		$133K Sell
2,418
-250
-9% -$13.7K ﹤0.01% 2047
2016
Q2 		$147K Sell
2,668
-112
-4% -$6.12K ﹤0.01% 1876
2016
Q1 		$150K Hold
2,780
– – ﹤0.01% 1801
2015
Q4 		$150K Hold
2,780
– – ﹤0.01% 1778
2015
Q3 		$148K Buy
2,780
+1,292
+87% +$68.5K ﹤0.01% 1709
2015
Q2 		$79K Hold
1,488
– – ﹤0.01% 2267
2015
Q1 		$80K Buy
1,488
+488
+49% +$26.3K ﹤0.01% 2221
2014
Q4 		$54K Hold
1,000
– – ﹤0.01% 2310
2014
Q3 		$53K Hold
1,000
– – ﹤0.01% 1996
2014
Q2 		$53K Hold
1,000
– – ﹤0.01% 2010
2014
Q1 		$53K Hold
1,000
– – ﹤0.01% 1928
2013
Q4 		$52K Sell
1,000
-2,500
-71% -$130K ﹤0.01% 1882
2013
Q3 		$183K Buy
3,500
+800
+30% +$41.3K 0.01% 1050
2013
Q2 		$140K Buy
+2,700
New +$146K 0.01% 1140

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MUNI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 24% in Q4 2019, buying an estimated $1.05M and bringing the position to 98,630 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #456.

Ladenburg Thalmann Financial Services first reported a position in MUNI in Q2 2013 and has held it in 27 quarters since. 102 funds tracked by Wall St. Rank hold MUNI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 98,630 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.44M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 19,117 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2019, an estimated $1.05M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #456 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 27 quarters since.
  • 102 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.