AIA
PMF

Alera Investment Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-702
Closed -$10K – 759
2019
Q1 		$10K Hold
702
– – ﹤0.01% 478
2018
Q4 		$9K Buy
+702
New +$8.76K 0.01% 466

Other funds holding PMF

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UBS Group
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LPL Financial
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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's PMF Position: Q2 2019 in Review

Alera Investment Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q2 2019, closing a stake of 702 shares — an estimated $10K sold.

Alera Investment Advisors first reported a position in PMF in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 40 funds tracked by Wall St. Rank hold PMF as of Q2 2019.

  • Alera Investment Advisors reported no remaining PIMCO Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 702 PIMCO Municipal Income Fund shares in Q2 2019, an estimated $10K.
  • Alera Investment Advisors first reported a position in PIMCO Municipal Income Fund in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's PIMCO Municipal Income Fund position peaked at $10K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.