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Security National Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Security National Trust’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
-904
Closed -$50K – 447
2016
Q3 		$50K Buy
+904
New +$49.7K 0.02% 273

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Security National Trust's MUNI Position: Q4 2016 in Review

Security National Trust sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2016, closing a stake of 904 shares — an estimated $50K sold.

Security National Trust first reported a position in MUNI in Q3 2016 and held it in 1 quarter. The position peaked at $50K in Q3 2016. 65 funds tracked by Wall St. Rank hold MUNI as of Q4 2016.

  • Security National Trust reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Security National Trust sold 904 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2016, an estimated $50K.
  • Security National Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2016 and held it in 1 quarter.
  • Security National Trust's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $50K in Q3 2016.
  • 65 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.