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Transform Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Transform Wealth’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
2016
Q4 		– Sell
-5,600
Closed -$307K – 216
2016
Q3 		$307K Hold
5,600
– – 0.13% 172
2016
Q2 		$309K Buy
+5,600
New +$306K 0.13% 167

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Transform Wealth's MUNI Position: Q4 2016 in Review

Transform Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2016, closing a stake of 5,600 shares — an estimated $307K sold.

Transform Wealth first reported a position in MUNI in Q2 2016 and held it in 2 quarters. The position peaked at $309K in Q2 2016. 65 funds tracked by Wall St. Rank hold MUNI as of Q4 2016.

  • Transform Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 5,600 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2016, an estimated $307K.
  • Transform Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and held it in 2 quarters.
  • Transform Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $309K in Q2 2016.
  • 65 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.