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MUFG Americas’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

MUFG Americas’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
Q3 		– Sell
-276
Closed -$15K – 1215
2015
Q2 		$15K Buy
+276
New +$14.7K ﹤0.01% 810
2013
Q3 		– Sell
-2,000
Closed -$104K – 1352
2013
Q2 		$104K Buy
+2,000
New +$108K ﹤0.01% 1027

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

MUFG Americas's MUNI Position: Q3 2015 in Review

MUFG Americas sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2015, closing a stake of 276 shares — an estimated $15K sold.

MUFG Americas first reported a position in MUNI in Q2 2013 and held it in 2 quarters. The position peaked at $104K in Q2 2013. 55 funds tracked by Wall St. Rank hold MUNI as of Q3 2015.

  • MUFG Americas reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
  • MUFG Americas sold 276 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2015, an estimated $15K.
  • MUFG Americas first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • MUFG Americas's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $104K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2015.

Based on MUFG Americas's 13F filing for Q3 2015, filed 10 Nov 2015.