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

United Capital Financial 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
2015
Q4 		– Sell
-8,684
Closed -$462K – 1262
2015
Q3 		$462K Sell
8,684
-3,825
-31% -$203K 0.01% 919
2015
Q2 		$660K Buy
+12,509
New +$666K 0.01% 828

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

United Capital Financial Advisors's MUNI Position: Q4 2015 in Review

United Capital Financial Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2015, closing a stake of 8,684 shares — an estimated $462K sold.

United Capital Financial Advisors first reported a position in MUNI in Q2 2015 and held it in 2 quarters. The position peaked at $660K in Q2 2015. 59 funds tracked by Wall St. Rank hold MUNI as of Q4 2015.

  • United Capital Financial Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,684 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2015, an estimated $462K.
  • United Capital Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $660K in Q2 2015.
  • 59 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.