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TFO Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

TFO Wealth Partners’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5
Closed – – 168
2019
Q4 		$0 Buy
+5
New +$253 ﹤0.01% 143

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Bank of America
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Jane Street
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MHS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
Cambridge Investment Research Advisors
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UBS Group
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TFO Wealth Partners's SMMU Position: Q1 2020 in Review

TFO Wealth Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2020, closing a stake of 5 shares.

TFO Wealth Partners first reported a position in SMMU in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 51 funds tracked by Wall St. Rank hold SMMU as of Q1 2020.

  • TFO Wealth Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 5 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2020.
  • TFO Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $0 in Q4 2019.
  • 51 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.