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PIMCO Short Term Mncpl shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 5.8k 49.81
2023-12-31 $289k 5.8k 50.03

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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Biltmore Wealth Management
Captrust Financial Advisors
HPM Partners
Advisor Group Holdings
Condor Capital Management
Goldman Sachs Group
Wells Fargo & Company
Jane Street
TD Capital Management
CarsonAllaria Wealth Management
Stifel Financial
Flow Traders US

View all funds holding PIMCO Short Term Mncpl