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

Palladium 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
2014
Q2 		– Sell
-2,965
Closed -$156K – 384
2014
Q1 		$156K Buy
+2,965
New +$156K 0.01% 261
2013
Q4 		– Sell
-2,765
Closed -$144K – 390
2013
Q3 		$144K Buy
2,765
+1,125
+69% +$58.1K 0.01% 266
2013
Q2 		$85K Buy
+1,640
New +$88.5K 0.01% 300

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Palladium Partners's MUNI Position: Q2 2014 in Review

Palladium Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2014, closing a stake of 2,965 shares — an estimated $156K sold.

Palladium Partners first reported a position in MUNI in Q2 2013 and held it in 3 quarters. The position peaked at $156K in Q1 2014. 50 funds tracked by Wall St. Rank hold MUNI as of Q2 2014.

  • Palladium Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 2,965 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2014, an estimated $156K.
  • Palladium Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $156K in Q1 2014.
  • 50 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.