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

WealthSource Partners’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
Q1 		– Sell
-12,386
Closed -$649K – 303
2016
Q4 		$649K Buy
+12,386
New +$661K 0.27% 80

Other funds holding MUNI

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Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

WealthSource Partners's MUNI Position: Q1 2017 in Review

WealthSource Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2017, closing a stake of 12,386 shares — an estimated $649K sold.

WealthSource Partners first reported a position in MUNI in Q4 2016 and held it in 1 quarter. The position peaked at $649K in Q4 2016. 63 funds tracked by Wall St. Rank hold MUNI as of Q1 2017.

  • WealthSource Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
  • WealthSource Partners sold 12,386 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2017, an estimated $649K.
  • WealthSource Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2016 and held it in 1 quarter.
  • WealthSource Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $649K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2017.

Based on WealthSource Partners's 13F filing for Q1 2017, filed 9 May 2017.