West Coast Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

West Coast Financial’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	-3,843	Closed	-$203K	–	111
2018 Q1	$203K	Hold	3,843	–	–	0.06%	107
2017 Q4	$206K	Hold	3,843	–	–	0.06%	108
2017 Q3	$207K	Buy	+3,843	New	+$207K	0.06%	137
2016 Q4	–	Sell	-3,750	Closed	-$206K	–	132
2016 Q3	$206K	Hold	3,750	–	–	0.07%	131
2016 Q2	$207K	Buy	+3,750	New	+$205K	0.07%	110

Other funds holding MUNI

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Coast Financial's MUNI Position: Q2 2018 in Review

West Coast Financial sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2018, closing a stake of 3,843 shares — an estimated $203K sold.

West Coast Financial first reported a position in MUNI in Q2 2016 and held it in 5 quarters. The position peaked at $207K in Q3 2017. 80 funds tracked by Wall St. Rank hold MUNI as of Q2 2018.

West Coast Financial reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
West Coast Financial sold 3,843 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2018, an estimated $203K.
West Coast Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and held it in 5 quarters.
West Coast Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $207K in Q3 2017.
80 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2018.

Based on West Coast Financial's 13F filing for Q2 2018, filed 16 Jul 2018.