UBS AM
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UBS AM’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

UBS AM’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
-196
Closed -$10.4K – 2803
2018
Q2 		$10.4K Buy
+196
New +$10.3K ﹤0.01% 2678

Other funds holding MUNI

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS AM's MUNI Position: Q3 2018 in Review

UBS AM sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2018, closing a stake of 196 shares — an estimated $10.4K sold.

UBS AM first reported a position in MUNI in Q2 2018 and held it in 1 quarter. The position peaked at $10.4K in Q2 2018. 77 funds tracked by Wall St. Rank hold MUNI as of Q3 2018.

  • UBS AM reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • UBS AM sold 196 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2018, an estimated $10.4K.
  • UBS AM first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2018 and held it in 1 quarter.
  • UBS AM's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $10.4K 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 UBS AM's 13F filing for Q3 2018, filed 14 Nov 2018.