Lakeside Wealth Management Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Lakeside Wealth Management 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
2017 Q1	$557K	Hold	5,490	–	–	19.05%	3
2016 Q4	$557K	Hold	5,490	–	–	17.66%	3
2016 Q3	$557K	Buy	+5,490	New	+$556K	17.66%	3

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lakeside Wealth Management Group's MINT Position: Q1 2017 in Review

Lakeside Wealth Management Group held its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) position steady in Q1 2017 at 5,490 shares worth $557K. The position accounts for 19.05% of the portfolio, ranked #3.

Lakeside Wealth Management Group first reported a position in MINT in Q3 2016 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold MINT as of Q1 2017.

Lakeside Wealth Management Group held 5,490 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $557K as of Q1 2017.
Lakeside Wealth Management Group left its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund share count unchanged in Q1 2017.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 19.05% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #3 holding.
Lakeside Wealth Management Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2016 and has held it in 3 quarters since.
294 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.