Pinnacle Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Pinnacle Advisory Group’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 Q4	–	Sell	-5,527	Closed	-$300K	–	190
2016 Q3	$300K	Hold	5,527	–	–	0.03%	98
2016 Q2	$304K	Sell	5,527 -166	-3%	-$9.07K	0.02%	103
2016 Q1	$308K	Buy	5,693 +158	+3%	+$8.58K	0.03%	84
2015 Q4	$298K	Hold	5,535	–	–	0.03%	80
2015 Q3	$294K	Sell	5,535 -740	-12%	-$39.2K	0.03%	77
2015 Q2	$331K	Sell	6,275 -3,510	-36%	-$187K	0.03%	67
2015 Q1	$526K	Hold	9,785	–	–	0.05%	80
2014 Q4	$525K	Hold	9,785	–	–	0.05%	80
2014 Q3	$522K	Sell	9,785 -420	-4%	-$22.4K	0.07%	60
2014 Q2	$543K	Buy	+10,205	New	+$541K	0.06%	63

Other funds holding MUNI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Advisory Group's MUNI Position: Q4 2016 in Review

Pinnacle Advisory Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2016, closing a stake of 5,527 shares — an estimated $300K sold.

Pinnacle Advisory Group first reported a position in MUNI in Q2 2014 and held it in 10 quarters. The position peaked at $543K in Q2 2014. 65 funds tracked by Wall St. Rank hold MUNI as of Q4 2016.

Pinnacle Advisory Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
Pinnacle Advisory Group sold 5,527 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2016, an estimated $300K.
Pinnacle Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2014 and held it in 10 quarters.
Pinnacle Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $543K in Q2 2014.
65 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2016.

Based on Pinnacle Advisory Group's 13F filing for Q4 2016, filed 17 Jan 2017.