AIM
PMX

Anchor Investment Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Anchor Investment 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
2022
Q3 		– Sell
-775
Closed -$7.15K – 1001
2022
Q2 		$7.15K Hold
775
– – ﹤0.01% 774
2022
Q1 		$8.04K Hold
775
– – ﹤0.01% 782
2021
Q4 		$9.88K Hold
775
– – ﹤0.01% 789
2021
Q3 		$9.7K Hold
775
– – ﹤0.01% 727
2021
Q2 		$10.1K Hold
775
– – ﹤0.01% 731
2021
Q1 		$9.56K Hold
775
– – ﹤0.01% 711
2020
Q4 		$9.21K Hold
775
– – ﹤0.01% 682
2020
Q3 		$8.8K Sell
775
-50
-6% -$576 ﹤0.01% 676
2020
Q2 		$9.48K Buy
825
+50
+6% +$543 ﹤0.01% 644
2020
Q1 		$8.23K Hold
775
– – ﹤0.01% 647
2019
Q4 		$9.75K Hold
775
– – ﹤0.01% 647
2019
Q3 		$9.9K Hold
775
– – ﹤0.01% 636
2019
Q2 		$9.58K Sell
775
-775
-50% -$9.55K ﹤0.01% 637
2019
Q1 		$19.5K Hold
1,550
– – ﹤0.01% 561
2018
Q4 		$17.3K Hold
1,550
– – ﹤0.01% 561
2018
Q3 		$18K Hold
1,550
– – ﹤0.01% 579
2018
Q2 		$17.9K Hold
1,550
– – ﹤0.01% 594
2018
Q1 		$17.6K Hold
1,550
– – ﹤0.01% 581
2017
Q4 		$17.9K Hold
1,550
– – ﹤0.01% 578
2017
Q3 		$18.4K Hold
1,550
– – 0.01% 559
2017
Q2 		$18.2K Hold
1,550
– – 0.01% 504
2017
Q1 		$17.5K Hold
1,550
– – 0.01% 502
2016
Q4 		$17.6K Hold
1,550
– – 0.01% 479
2016
Q3 		$19.9K Hold
1,550
– – 0.01% 444
2016
Q2 		$20K Hold
1,550
– – 0.01% 442
2016
Q1 		$18.8K Buy
+1,550
New +$18.4K 0.01% 428

Other funds holding PMX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Anchor Investment Management's PMX Position: Q3 2022 in Review

Anchor Investment Management sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2022, closing a stake of 775 shares — an estimated $7.15K sold.

Anchor Investment Management first reported a position in PMX in Q1 2016 and held it in 26 quarters. The position peaked at $20K in Q2 2016. 64 funds tracked by Wall St. Rank hold PMX as of Q3 2022.

  • Anchor Investment Management reported no remaining PIMCO Municipal Income Fund III position as of Q3 2022 after selling out during the quarter.
  • Anchor Investment Management sold 775 PIMCO Municipal Income Fund III shares in Q3 2022, an estimated $7.15K.
  • Anchor Investment Management first reported a position in PIMCO Municipal Income Fund III in Q1 2016 and held it in 26 quarters.
  • Anchor Investment Management's PIMCO Municipal Income Fund III position peaked at $20K in Q2 2016.
  • 64 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2022.

Based on Anchor Investment Management's 13F filing for Q3 2022, filed 2 Jan 2024.