Cerity Partners
PMX

Cerity Partners’s PIMCO Municipal Income Fund III PMX Stock Holding History

Cerity Partners’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
Q1 		– Sell
-10,264
Closed -$75.5K – 2591
2024
Q4 		$75.5K Sell
10,264
-921
-8% -$7.23K ﹤0.01% 2358
2024
Q3 		$92.4K Buy
+11,185
New +$88.8K ﹤0.01% 2429
2023
Q4 		– Sell
-10,000
Closed -$64.7K – 1886
2023
Q3 		$64.7K Hold
10,000
– – ﹤0.01% 1349
2023
Q2 		$80.5K Hold
10,000
– – ﹤0.01% 1556
2023
Q1 		$83.1K Buy
+10,000
New +$82.4K ﹤0.01% 1781

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Cerity Partners's PMX Position: Q1 2025 in Review

Cerity Partners sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2025, closing a stake of 10,264 shares — an estimated $75.5K sold.

Cerity Partners first reported a position in PMX in Q1 2023 and held it in 5 quarters. The position peaked at $92.4K in Q3 2024. 60 funds tracked by Wall St. Rank hold PMX as of Q1 2025.

  • Cerity Partners reported no remaining PIMCO Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 10,264 PIMCO Municipal Income Fund III shares in Q1 2025, an estimated $75.5K.
  • Cerity Partners first reported a position in PIMCO Municipal Income Fund III in Q1 2023 and held it in 5 quarters.
  • Cerity Partners's PIMCO Municipal Income Fund III position peaked at $92.4K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.