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National Planning Corporation’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-1,001
Closed -$54K – 1522
2014
Q4 		$54K Buy
+1,001
New +$53.7K ﹤0.01% 1227

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

National Planning Corporation's MUNI Position: Q1 2015 in Review

National Planning Corporation sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2015, closing a stake of 1,001 shares — an estimated $54K sold.

National Planning Corporation first reported a position in MUNI in Q4 2014 and held it in 1 quarter. The position peaked at $54K in Q4 2014. 49 funds tracked by Wall St. Rank hold MUNI as of Q1 2015.

  • National Planning Corporation reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,001 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2015, an estimated $54K.
  • National Planning Corporation first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $54K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.