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Peak Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Peak Asset Management’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
2016
Q2 		– Sell
-5,642
Closed -$306K – 138
2016
Q1 		$306K Buy
+5,642
New +$306K 0.15% 100

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Peak Asset Management's MUNI Position: Q2 2016 in Review

Peak Asset Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2016, closing a stake of 5,642 shares — an estimated $306K sold.

Peak Asset Management first reported a position in MUNI in Q1 2016 and held it in 1 quarter. The position peaked at $306K in Q1 2016. 63 funds tracked by Wall St. Rank hold MUNI as of Q2 2016.

  • Peak Asset Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2016 after selling out during the quarter.
  • Peak Asset Management sold 5,642 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2016, an estimated $306K.
  • Peak Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2016 and held it in 1 quarter.
  • Peak Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $306K in Q1 2016.
  • 63 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2016.

Based on Peak Asset Management's 13F filing for Q2 2016, filed 2 Aug 2016.