BPA
PMX

Beacon Pointe Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

Beacon Pointe 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
-12,550
Closed -$81.2K – 1378
2023
Q3 		$81.2K Buy
+12,550
New +$94K ﹤0.01% 1295

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GC
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GCP
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AAM
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Stifel Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
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

Beacon Pointe Advisors's PMX Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2023, closing a stake of 12,550 shares — an estimated $81.2K sold.

Beacon Pointe Advisors first reported a position in PMX in Q3 2023 and held it in 1 quarter. The position peaked at $81.2K in Q3 2023. 84 funds tracked by Wall St. Rank hold PMX as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,550 PIMCO Municipal Income Fund III shares in Q4 2023, an estimated $81.2K.
  • Beacon Pointe Advisors first reported a position in PIMCO Municipal Income Fund III in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's PIMCO Municipal Income Fund III position peaked at $81.2K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.