Pacific Edge Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Pacific Edge Advisors’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 Q4	–	Sell	-9,200	Closed	-$466K	–	48
2019 Q3	$466K	Sell	9,200 -800	-8%	-$40.6K	0.3%	28
2019 Q2	$506K	Sell	10,000 -1,000	-9%	-$50.3K	0.33%	27
2019 Q1	$554K	Sell	11,000 -1,100	-9%	-$55K	0.34%	27
2018 Q4	$603K	Sell	12,100 -400	-3%	-$19.9K	0.38%	26
2018 Q3	$621K	Hold	12,500	–	–	0.34%	18
2018 Q2	$624K	Sell	12,500 -2,500	-17%	-$124K	0.34%	18
2018 Q1	$746K	Sell	15,000 -8,500	-36%	-$424K	0.46%	16
2017 Q4	$1.17M	Buy	+23,500	New	+$1.18M	0.83%	14

Other funds holding SMMU

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

SCA

Stokes Capital Advisors Greenwood, South Carolina $446M AUM 13.55% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Pacific Edge Advisors's SMMU Position: Q4 2019 in Review

Pacific Edge Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2019, closing a stake of 9,200 shares — an estimated $466K sold.

Pacific Edge Advisors first reported a position in SMMU in Q4 2017 and held it in 8 quarters. The position peaked at $1.17M in Q4 2017. 47 funds tracked by Wall St. Rank hold SMMU as of Q4 2019.

Pacific Edge Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Pacific Edge Advisors sold 9,200 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2019, an estimated $466K.
Pacific Edge Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 8 quarters.
Pacific Edge Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.17M in Q4 2017.
47 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2019.

Based on Pacific Edge Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.