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	0.07%	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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

PagnatoKarp Partners's MUNI Position: Q4 2019 in Review

PagnatoKarp Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2019, closing a stake of 3,693 shares — an estimated $204K sold.

PagnatoKarp Partners first reported a position in MUNI in Q1 2017 and held it in 9 quarters. The position peaked at $316K in Q2 2017. 102 funds tracked by Wall St. Rank hold MUNI as of Q4 2019.

PagnatoKarp Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
PagnatoKarp Partners sold 3,693 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2019, an estimated $204K.
PagnatoKarp Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2017 and held it in 9 quarters.
PagnatoKarp Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $316K in Q2 2017.
102 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2019.

Based on PagnatoKarp Partners's 13F filing for Q4 2019, filed 11 Feb 2020.