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

Wealthcare Capital Management’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
2014
Q4 		– Sell
-190
Closed -$10K – 242
2014
Q3 		$10K Buy
+190
New +$10.1K ﹤0.01% 152

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthcare Capital Management's MUNI Position: Q4 2014 in Review

Wealthcare Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2014, closing a stake of 190 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in MUNI in Q3 2014 and held it in 1 quarter. The position peaked at $10K in Q3 2014. 52 funds tracked by Wall St. Rank hold MUNI as of Q4 2014.

  • Wealthcare Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 190 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2014, an estimated $10K.
  • Wealthcare Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $10K in Q3 2014.
  • 52 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.