PP
MUNI icon

PagnatoKarp Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

PagnatoKarp Partners’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
2019
Q4 		– Sell
-3,693
Closed -$204K – 191
2019
Q3 		$204K Buy
3,693
+21
+0.6% +$1.16K 0.04% 177
2019
Q2 		$201K Buy
+3,672
New +$199K 0.04% 173
2018
Q4 		– Sell
-4,179
Closed -$219K – 190
2018
Q3 		$219K Sell
4,179
-927
-18% -$48.9K 0.06% 154
2018
Q2 		$270K Buy
5,106
+32
+0.6% +$1.69K 0.09% 119
2018
Q1 		$268K Buy
5,074
+31
+0.6% +$1.64K 0.11% 104
2017
Q4 		$271K Buy
5,043
+30
+0.6% +$1.61K 0.08% 111
2017
Q3 		$270K Sell
5,013
-896
-15% -$48.2K 0.09% 117
2017
Q2 		$316K Buy
5,909
+35
+0.6% +$1.87K 0.1% 107
2017
Q1 		$311K Buy
+5,874
New +$309K 0.09% 101

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $351M AUM 16.36% 1-Year Est. Return