BFWM
PYN

Bright Futures Wealth Management’s PIMCO New York Municipal Income Fund III PYN Stock Holding History

Bright Futures Wealth Management’s Portfolio PYN Stock Details PYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,161
Closed -$121K – 233
2024
Q2 		$121K Buy
20,161
+2,084
+12% +$12.1K 0.07% 204
2024
Q1 		$107K Buy
+18,077
New +$107K 0.06% 202

Other funds holding PYN

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's PYN Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of PIMCO New York Municipal Income Fund III (PYN) in Q3 2024, closing a stake of 20,161 shares — an estimated $121K sold.

Bright Futures Wealth Management first reported a position in PYN in Q1 2024 and held it in 2 quarters. The position peaked at $121K in Q2 2024. 22 funds tracked by Wall St. Rank hold PYN as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining PIMCO New York Municipal Income Fund III position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 20,161 PIMCO New York Municipal Income Fund III shares in Q3 2024, an estimated $121K.
  • Bright Futures Wealth Management first reported a position in PIMCO New York Municipal Income Fund III in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's PIMCO New York Municipal Income Fund III position peaked at $121K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund III as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.