Plante Moran Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Plante Moran Financial Advisors’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
2021 Q1	–	Sell	-175	Closed	-$18K	–	1071
2020 Q4	$18K	Buy	+175	New	+$17.8K	0.01%	552
2020 Q1	–	Sell	-319	Closed	-$32K	–	798
2019 Q4	$32K	Buy	+319	New	+$32.4K	0.01%	392
2019 Q3	–	Sell	-28	Closed	-$3K	–	888
2019 Q2	$3K	Buy	+28	New	+$2.84K	﹤0.01%	697

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Plante Moran Financial Advisors's MINT Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2021, closing a stake of 175 shares — an estimated $18K sold.

Plante Moran Financial Advisors first reported a position in MINT in Q2 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 631 funds tracked by Wall St. Rank hold MINT as of Q1 2021.

Plante Moran Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 175 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2021, an estimated $18K.
Plante Moran Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2019 and held it in 3 quarters.
Plante Moran Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $32K in Q4 2019.
631 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.