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Stephens Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Stephens Inc’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
2020
Q2 		– Sell
-6,000
Closed -$327K – 1181
2020
Q1 		$327K Buy
+6,000
New +$331K 0.01% 753

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Inc's MUNI Position: Q2 2020 in Review

Stephens Inc sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2020, closing a stake of 6,000 shares — an estimated $327K sold.

Stephens Inc first reported a position in MUNI in Q1 2020 and held it in 1 quarter. The position peaked at $327K in Q1 2020. 115 funds tracked by Wall St. Rank hold MUNI as of Q2 2020.

  • Stephens Inc reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 6,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2020, an estimated $327K.
  • Stephens Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • Stephens Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $327K in Q1 2020.
  • 115 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.