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Whitney & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Whitney & Co’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
Q4 		– Sell
-2,500
Closed -$130K – 322
2018
Q3 		$130K Hold
2,500
– – 0.03% 126
2018
Q2 		$132K Hold
2,500
– – 0.04% 117
2018
Q1 		$132K Buy
+2,500
New +$132K 0.04% 120

Other funds holding MUNI

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitney & Co's MUNI Position: Q4 2018 in Review

Whitney & Co sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2018, closing a stake of 2,500 shares — an estimated $130K sold.

Whitney & Co first reported a position in MUNI in Q1 2018 and held it in 3 quarters. The position peaked at $132K in Q2 2018. 85 funds tracked by Wall St. Rank hold MUNI as of Q4 2018.

  • Whitney & Co reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 2,500 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2018, an estimated $130K.
  • Whitney & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $132K in Q2 2018.
  • 85 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.