Signature Wealth Management Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Signature Wealth Management 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 Q4	–	Sell	-41	Closed	-$2K	–	215
2018 Q3	$2K	Buy	+41	New	+$2.16K	﹤0.01%	298

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BCI

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

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

BFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Signature Wealth Management Group's MUNI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2018, closing a stake of 41 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in MUNI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 85 funds tracked by Wall St. Rank hold MUNI as of Q4 2018.

Signature Wealth Management Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 41 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2018, an estimated $2K.
Signature Wealth Management Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
Signature Wealth Management Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2K in Q3 2018.
85 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.