NEXT Financial Holdings’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

NEXT Financial Holdings’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$163K	Buy	+3,230	New	+$162K	0.04%	421

Other funds holding SMMU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

NEXT Financial Holdings's SMMU Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2019: 3,230 shares worth $163K. The stake represents 0.04% of the portfolio and ranks #421 among its holdings.

40 funds tracked by Wall St. Rank hold SMMU as of Q1 2019.

NEXT Financial Holdings held 3,230 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $163K as of Q1 2019.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new NEXT Financial Holdings position in Q1 2019.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #421 holding.
40 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.