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Winslow Evans & Crocker’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$11K Hold
200
– – ﹤0.01% 932
2020
Q3 		$11K Hold
200
– – ﹤0.01% 733
2020
Q2 		$11K Hold
200
– – ﹤0.01% 724
2020
Q1 		$12K Hold
200
– – ﹤0.01% 670
2019
Q4 		$12K Buy
+200
New +$11K ﹤0.01% 780

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's MUNI Position: Q4 2020 in Review

Winslow Evans & Crocker held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q4 2020 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Winslow Evans & Crocker first reported a position in MUNI in Q4 2019 and has held it in 5 quarters since. The position peaked at $12K in Q1 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

  • Winslow Evans & Crocker held 200 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11K as of Q4 2020.
  • Winslow Evans & Crocker left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q4 2020.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #932 holding.
  • Winslow Evans & Crocker first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 5 quarters since.
  • Winslow Evans & Crocker's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $12K in Q1 2020.
  • 132 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.