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

WealthTrust-Arizona’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
2018
Q2 		– Sell
-148
Closed -$8K – 695
2018
Q1 		$8K Buy
+148
New +$7.84K ﹤0.01% 435

Other funds holding MUNI

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthTrust-Arizona's MUNI Position: Q2 2018 in Review

WealthTrust-Arizona sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2018, closing a stake of 148 shares — an estimated $8K sold.

WealthTrust-Arizona first reported a position in MUNI in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 80 funds tracked by Wall St. Rank hold MUNI as of Q2 2018.

  • WealthTrust-Arizona reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 148 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2018, an estimated $8K.
  • WealthTrust-Arizona first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.