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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47,311	Closed	-$306K	–	112
2023 Q3	$306K	Buy	+47,311	New	+$354K	0.09%	76
2020 Q2	–	Sell	-13,100	Closed	-$139K	–	140
2020 Q1	$139K	Buy	+13,100	New	+$156K	0.05%	89
2019 Q3	–	Sell	-22,313	Closed	-$276	–	164
2019 Q2	$276	Buy	+22,313	New	+$275K	﹤0.01%	137
2018 Q1	$121K	Hold	10,420	–	–	0.05%	83
2017 Q4	$124K	Buy	+10,420	New	+$123K	0.05%	77
2017 Q2	$122K	Buy	+10,420	New	+$121K	0.05%	86

Other funds holding PMX

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Ackerman Capital Advisors's PMX Position: Q4 2023 in Review

Ackerman Capital Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2023, closing a stake of 47,311 shares — an estimated $306K sold.

Ackerman Capital Advisors first reported a position in PMX in Q2 2017 and held it in 6 quarters. The position peaked at $306K in Q3 2023. 84 funds tracked by Wall St. Rank hold PMX as of Q4 2023.

Ackerman Capital Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q4 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 47,311 PIMCO Municipal Income Fund III shares in Q4 2023, an estimated $306K.
Ackerman Capital Advisors first reported a position in PIMCO Municipal Income Fund III in Q2 2017 and held it in 6 quarters.
Ackerman Capital Advisors's PIMCO Municipal Income Fund III position peaked at $306K in Q3 2023.
84 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2023.

Based on Ackerman Capital Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.