AWM
PMX

AE Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-56,671
Closed -$494K – 1973
2022
Q4 		$494K Buy
+56,671
New +$486K ﹤0.01% 1324

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's PMX Position: Q1 2023 in Review

AE Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2023, closing a stake of 56,671 shares — an estimated $494K sold.

AE Wealth Management first reported a position in PMX in Q4 2022 and held it in 1 quarter. The position peaked at $494K in Q4 2022. 70 funds tracked by Wall St. Rank hold PMX as of Q1 2023.

  • AE Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 56,671 PIMCO Municipal Income Fund III shares in Q1 2023, an estimated $494K.
  • AE Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q4 2022 and held it in 1 quarter.
  • AE Wealth Management's PIMCO Municipal Income Fund III position peaked at $494K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.