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Pictet North America Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Pictet North America Advisors’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
Q3 		– Sell
-6,400
Closed -$341K – 54
2014
Q2 		$341K Hold
6,400
– – 0.09% 35
2014
Q1 		$337K Hold
6,400
– – 0.09% 51
2013
Q4 		$331K Buy
+6,400
New +$333K 0.07% 52

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pictet North America Advisors's MUNI Position: Q3 2014 in Review

Pictet North America Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2014, closing a stake of 6,400 shares — an estimated $341K sold.

Pictet North America Advisors first reported a position in MUNI in Q4 2013 and held it in 3 quarters. The position peaked at $341K in Q2 2014. 54 funds tracked by Wall St. Rank hold MUNI as of Q3 2014.

  • Pictet North America Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • Pictet North America Advisors sold 6,400 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2014, an estimated $341K.
  • Pictet North America Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2013 and held it in 3 quarters.
  • Pictet North America Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $341K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2014.

Based on Pictet North America Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.