Wulff, Hansen & Co’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Wulff, Hansen & Co’s Portfolio MINT Stock Details MINT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,239	Closed	-$224K	–	86
2023 Q3	$224K	Sell	2,239 -27	-1%	-$2.69K	0.26%	79
2023 Q2	$226K	Sell	2,266 -373	-14%	-$37.1K	0.25%	76
2023 Q1	$262K	Hold	2,639	–	–	0.3%	71
2022 Q4	$260K	Sell	2,639 -1,069	-29%	-$105K	0.32%	67
2022 Q3	$367K	Hold	3,708	–	–	0.46%	62
2022 Q2	$367K	Sell	3,708 -14	-0.4%	-$1.4K	0.42%	65
2022 Q1	$373K	Sell	3,722 -10,347	-74%	-$1.04M	0.36%	68
2021 Q4	$1.43M	Buy	+14,069	New	+$1.43M	1.23%	28

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wulff, Hansen & Co's MINT Position: Q4 2023 in Review

Wulff, Hansen & Co sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2023, closing a stake of 2,239 shares — an estimated $224K sold.

Wulff, Hansen & Co first reported a position in MINT in Q4 2021 and held it in 8 quarters. The position peaked at $1.43M in Q4 2021. 664 funds tracked by Wall St. Rank hold MINT as of Q4 2023.

Wulff, Hansen & Co reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Wulff, Hansen & Co sold 2,239 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2023, an estimated $224K.
Wulff, Hansen & Co first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and held it in 8 quarters.
Wulff, Hansen & Co's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.43M in Q4 2021.
664 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2023.

Based on Wulff, Hansen & Co's 13F filing for Q4 2023, filed 12 Feb 2024.