Strategic Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Strategic Advisors’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 Q3	–	Sell	-4,445	Closed	-$235K	–	158
2018 Q2	$235K	Hold	4,445	–	–	0.09%	130
2018 Q1	$235K	Buy	+4,445	New	+$235K	0.1%	125
2017 Q4	–	Sell	-3,884	Closed	-$209K	–	142
2017 Q3	$209K	Buy	+3,884	New	+$209K	0.09%	142

Other funds holding MUNI

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BCI

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

BFA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strategic Advisors's MUNI Position: Q3 2018 in Review

Strategic Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2018, closing a stake of 4,445 shares — an estimated $235K sold.

Strategic Advisors first reported a position in MUNI in Q3 2017 and held it in 3 quarters. The position peaked at $235K in Q2 2018. 77 funds tracked by Wall St. Rank hold MUNI as of Q3 2018.

Strategic Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
Strategic Advisors sold 4,445 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2018, an estimated $235K.
Strategic Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2017 and held it in 3 quarters.
Strategic Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $235K in Q2 2018.
77 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2018.

Based on Strategic Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.