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

Waterloo Capital’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
2020 Q1	$346K	Buy	+6,335	New	+$349K	0.25%	91

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waterloo Capital's MUNI Position: Q1 2020 in Review

Waterloo Capital opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2020: 6,335 shares worth $346K. The stake represents 0.25% of the portfolio and ranks #91 among its holdings.

111 funds tracked by Wall St. Rank hold MUNI as of Q1 2020.

Waterloo Capital held 6,335 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $346K as of Q1 2020.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Waterloo Capital position in Q1 2020.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.25% of Waterloo Capital's portfolio in Q1 2020, its #91 holding.
111 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.