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PIMCO Short Term Mncpl shares owned by Clear Point Advisors

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point 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 Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $226k 4.5k 49.87
2024-03-31 $224k 4.9k 45.82
2023-12-31 $258k 5.2k 50.03

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View all positions for Clear Point Advisors

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Morgan Stanley
Cetera Investment Advisers
Biltmore Wealth Management
Captrust Financial Advisors
LPL Financial
HPM Partners
TD Capital Management
Condor Capital Management
Wells Fargo & Company
Websterrogers Financial Advisors
CarsonAllaria Wealth Management
Stifel Financial

View all funds holding PIMCO Short Term Mncpl