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

Baystate 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 Q4	$2.23K	Buy	+301	New	+$2.08K	﹤0.01%	1042

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

Baystate Wealth Management's PMX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in PIMCO Municipal Income Fund III (PMX) in Q4 2023: 301 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings.

84 funds tracked by Wall St. Rank hold PMX as of Q4 2023.

Baystate Wealth Management held 301 shares of PIMCO Municipal Income Fund III worth $2.23K as of Q4 2023.
PIMCO Municipal Income Fund III was a new Baystate Wealth Management position in Q4 2023.
PIMCO Municipal Income Fund III made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1042 holding.
84 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.