Cambridge Investment Research Advisors
PMX

Cambridge Investment Research Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-37,968
Closed -$272K – 3732
2025
Q1 		$272K Buy
37,968
+3,350
+10% +$24.6K ﹤0.01% 2952
2024
Q4 		$255K Buy
34,618
+2,000
+6% +$15.7K ﹤0.01% 2985
2024
Q3 		$269K Buy
32,618
+10,704
+49% +$85K ﹤0.01% 2908
2024
Q2 		$173K Hold
21,914
– – ﹤0.01% 3078
2024
Q1 		$164K Buy
21,914
+8,400
+62% +$62.6K ﹤0.01% 3072
2023
Q4 		$100K Sell
13,514
-11,804
-47% -$81.7K ﹤0.01% 3032
2023
Q3 		$164K Sell
25,318
-800
-3% -$5.99K ﹤0.01% 2875
2023
Q2 		$210K Hold
26,118
– – ﹤0.01% 2829
2023
Q1 		$217K Buy
26,118
+12,150
+87% +$100K ﹤0.01% 2759
2022
Q4 		$122K Sell
13,968
-500
-3% -$4.29K ﹤0.01% 2874
2022
Q3 		$112K Buy
14,468
+4,225
+41% +$39.8K ﹤0.01% 2830
2022
Q2 		$94K Sell
10,243
-48,000
-82% -$451K ﹤0.01% 2876
2022
Q1 		$604K Buy
58,243
+48,000
+469% +$532K ﹤0.01% 1950
2021
Q4 		$131K Hold
10,243
– – ﹤0.01% 2991
2021
Q3 		$128K Sell
10,243
-2,000
-16% -$25.8K ﹤0.01% 2913
2021
Q2 		$160K Sell
12,243
-1,331
-10% -$16.6K ﹤0.01% 2892
2021
Q1 		$167K Buy
13,574
+3,031
+29% +$37K ﹤0.01% 2678
2020
Q4 		$125K Hold
10,543
– – ﹤0.01% 2568
2020
Q3 		$120K Sell
10,543
-535
-5% -$6.17K ﹤0.01% 2368
2020
Q2 		$127K Sell
11,078
-683
-6% -$7.42K ﹤0.01% 2285
2020
Q1 		$125K Sell
11,761
-2,811
-19% -$33.6K ﹤0.01% 2066
2019
Q4 		$183K Hold
14,572
– – ﹤0.01% 2241
2019
Q3 		$186K Buy
14,572
+865
+6% +$10.8K ﹤0.01% 2141
2019
Q2 		$169K Sell
13,707
-400
-3% -$4.93K ﹤0.01% 2033
2019
Q1 		$177K Sell
14,107
-400
-3% -$4.78K ﹤0.01% 2102
2018
Q4 		$162K Buy
14,507
+985
+7% +$11K ﹤0.01% 1971
2018
Q3 		$157K Buy
13,522
+2,977
+28% +$34.4K ﹤0.01% 2108
2018
Q2 		$122K Hold
10,545
– – ﹤0.01% 2090
2018
Q1 		$120K Buy
+10,545
New +$118K ﹤0.01% 2042
2016
Q3 		– Sell
-15,701
Closed -$202K – 1776
2016
Q2 		$202K Buy
+15,701
New +$197K ﹤0.01% 1376

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cambridge Investment Research Advisors's PMX Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2025, closing a stake of 37,968 shares — an estimated $272K sold.

Cambridge Investment Research Advisors first reported a position in PMX in Q2 2016 and held it in 30 quarters. The position peaked at $604K in Q1 2022. 63 funds tracked by Wall St. Rank hold PMX as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 37,968 PIMCO Municipal Income Fund III shares in Q2 2025, an estimated $272K.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Municipal Income Fund III in Q2 2016 and held it in 30 quarters.
  • Cambridge Investment Research Advisors's PIMCO Municipal Income Fund III position peaked at $604K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.