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Stifel Nicolaus & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$701K Buy
13,441
+741
+6% +$38.2K 0.01% 771
2013
Q2 		$658K Buy
+12,700
New +$685K 0.01% 756

Other funds holding MUNI

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
DD
Dominick & Dominick New York $197M AUM 11.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Nicolaus & Co's MUNI Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.8% in Q3 2013, buying an estimated $38.2K and bringing the position to 13,441 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #771.

Stifel Nicolaus & Co first reported a position in MUNI in Q2 2013 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold MUNI as of Q3 2013.

  • Stifel Nicolaus & Co held 13,441 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $701K as of Q3 2013.
  • Stifel Nicolaus & Co bought 741 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2013, an estimated $38.2K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #771 holding.
  • Stifel Nicolaus & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.