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Winslow Evans & Crocker’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Winslow Evans & Crocker’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$26K Hold
500
– – ﹤0.01% 734
2020
Q3 		$26K Buy
+500
New +$25.6K 0.01% 575

Other funds holding SMMU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Winslow Evans & Crocker held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q4 2020 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Winslow Evans & Crocker first reported a position in SMMU in Q3 2020 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold SMMU as of Q4 2020.

  • Winslow Evans & Crocker held 500 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $26K as of Q4 2020.
  • Winslow Evans & Crocker left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q4 2020.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #734 holding.
  • Winslow Evans & Crocker first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held PIMCO Short Term 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.