Ackerman Capital Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

Ackerman Capital Advisors’s Portfolio PMF Stock Details PMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-37,919	Closed	-$348K	–	108
2024 Q2	$348K	Buy	+37,919	New	+$346K	0.09%	74
2023 Q4	–	Sell	-19,930	Closed	-$167K	–	111
2023 Q3	$167K	Buy	+19,930	New	+$190K	0.05%	90
2023 Q2	–	Sell	-11,443	Closed	-$114K	–	110
2023 Q1	$114K	Buy	+11,443	New	+$117K	0.03%	97
2022 Q2	–	Sell	-18,186	Closed	-$218K	–	120
2022 Q1	$218K	Buy	18,186 +3,743	+26%	+$49.6K	0.05%	105
2021 Q4	$220K	Buy	+14,443	New	+$210K	0.05%	110
2021 Q1	–	Sell	-31,110	Closed	-$431K	–	139
2020 Q4	$431K	Buy	+31,110	New	+$421K	0.11%	71

Other funds holding PMF

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

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

Ackerman Capital Advisors's PMF Position: Q3 2024 in Review

Ackerman Capital Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q3 2024, closing a stake of 37,919 shares — an estimated $348K sold.

Ackerman Capital Advisors first reported a position in PMF in Q4 2020 and held it in 6 quarters. The position peaked at $431K in Q4 2020. 57 funds tracked by Wall St. Rank hold PMF as of Q3 2024.

Ackerman Capital Advisors reported no remaining PIMCO Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 37,919 PIMCO Municipal Income Fund shares in Q3 2024, an estimated $348K.
Ackerman Capital Advisors first reported a position in PIMCO Municipal Income Fund in Q4 2020 and held it in 6 quarters.
Ackerman Capital Advisors's PIMCO Municipal Income Fund position peaked at $431K in Q4 2020.
57 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q3 2024.

Based on Ackerman Capital Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.