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PIMCO Short Term Mncpl shares owned by SageView Advisory Group

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $678k 14k 50.06
2023-09-30 $713k 15k 48.95
2023-06-30 $680k 14k 49.53
2023-03-31 $373k 7.5k 49.78
2022-12-31 $384k 7.8k 49.30

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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