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

WealthShield’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
2017 Q4	$339K	Buy	+6,333	New	+$340K	0.21%	90

Other funds holding MUNI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

WealthShield's MUNI Position: Q4 2017 in Review

WealthShield opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2017: 6,333 shares worth $339K. The stake represents 0.21% of the portfolio and ranks #90 among its holdings.

80 funds tracked by Wall St. Rank hold MUNI as of Q4 2017.

WealthShield held 6,333 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $339K as of Q4 2017.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new WealthShield position in Q4 2017.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.21% of WealthShield's portfolio in Q4 2017, its #90 holding.
80 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.