San Francisco Sentry Investment Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

San Francisco Sentry Investment 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
2018 Q3	–	Sell	-375	Closed	-$20K	–	912
2018 Q2	$20K	Hold	375	–	–	0.01%	496
2018 Q1	$20K	Hold	375	–	–	0.01%	583
2017 Q4	$20K	Buy	+375	New	+$20.1K	0.01%	576

Other funds holding MUNI

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BFA

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

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

San Francisco Sentry Investment Group's MUNI Position: Q3 2018 in Review

San Francisco Sentry Investment Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2018, closing a stake of 375 shares — an estimated $20K sold.

San Francisco Sentry Investment Group first reported a position in MUNI in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 77 funds tracked by Wall St. Rank hold MUNI as of Q3 2018.

San Francisco Sentry Investment Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 375 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2018, an estimated $20K.
San Francisco Sentry Investment Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 3 quarters.
San Francisco Sentry Investment Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $20K in Q2 2018.
77 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2018, filed 9 Nov 2018.