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Stonebridge Financial Planning Group’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Stonebridge Financial Planning Group’s Portfolio EMNT Stock Details EMNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-400
Closed -$40K – 410
2021
Q2 		$40K Sell
400
-500
-56% -$50.3K 0.02% 230
2021
Q1 		$91K Hold
900
– – 0.05% 169
2020
Q4 		$91K Buy
+900
New +$90.7K 0.06% 157

Other funds holding EMNT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

Stonebridge Financial Planning Group's EMNT Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q3 2021, closing a stake of 400 shares — an estimated $40K sold.

Stonebridge Financial Planning Group first reported a position in EMNT in Q4 2020 and held it in 3 quarters. The position peaked at $91K in Q1 2021. 46 funds tracked by Wall St. Rank hold EMNT as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 400 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q3 2021, an estimated $40K.
  • Stonebridge Financial Planning Group first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2020 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $91K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.