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Planning Alternatives’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Planning Alternatives’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,589
Closed -$769K – 41
2013
Q3 		$769K Buy
+7,589
New +$769K 0.36% 10

Other funds holding MINT

CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Planning Alternatives's MINT Position: Q4 2013 in Review

Planning Alternatives sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2013, closing a stake of 7,589 shares — an estimated $769K sold.

Planning Alternatives first reported a position in MINT in Q3 2013 and held it in 1 quarter. The position peaked at $769K in Q3 2013. 170 funds tracked by Wall St. Rank hold MINT as of Q4 2013.

  • Planning Alternatives reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • Planning Alternatives sold 7,589 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2013, an estimated $769K.
  • Planning Alternatives first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q3 2013 and held it in 1 quarter.
  • Planning Alternatives's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $769K in Q3 2013.
  • 170 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2013.

Based on Planning Alternatives's 13F filing for Q4 2013, filed 16 Jan 2014.