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TCI Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

TCI Wealth Advisors’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13
Closed -$1K – 1588
2020
Q1 		$1K Hold
13
– – ﹤0.01% 1282
2019
Q4 		$1K Buy
13
+1
+8% +$102 ﹤0.01% 1381
2019
Q3 		$1K Buy
+12
New +$1.22K ﹤0.01% 1337
2018
Q3 		– Sell
-2,636
Closed -$268K – 1528
2018
Q2 		$268K Buy
+2,636
New +$268K 0.12% 127
2017
Q3 		– Sell
-5
Closed -$1K – 1361
2017
Q2 		$1K Buy
+5
New +$508 ﹤0.01% 1173
2015
Q2 		– Sell
-225
Closed -$23K – 988
2015
Q1 		$23K Buy
+225
New +$22.7K 0.01% 337
2014
Q3 		– Sell
-950
Closed -$96K – 899
2014
Q2 		$96K Buy
+950
New +$96.4K 0.06% 176

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return