YP
MUNI icon

Yellowstone Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Yellowstone Partners’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
2015
Q3 		– Sell
-7,882
Closed -$416K – 229
2015
Q2 		$416K Buy
+7,882
New +$419K 0.19% 96

Other funds holding MUNI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Yellowstone Partners's MUNI Position: Q3 2015 in Review

Yellowstone Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2015, closing a stake of 7,882 shares — an estimated $416K sold.

Yellowstone Partners first reported a position in MUNI in Q2 2015 and held it in 1 quarter. The position peaked at $416K in Q2 2015. 55 funds tracked by Wall St. Rank hold MUNI as of Q3 2015.

  • Yellowstone Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2015 after selling out during the quarter.
  • Yellowstone Partners sold 7,882 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2015, an estimated $416K.
  • Yellowstone Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2015 and held it in 1 quarter.
  • Yellowstone Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $416K in Q2 2015.
  • 55 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2015.

Based on Yellowstone Partners's 13F filing for Q3 2015, filed 17 Aug 2016.