CA
PMX

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

Claro 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
2019
Q1 		– Sell
-5,000
Closed -$58K – 732
2018
Q4 		$58K Buy
+5,000
New +$55.6K 0.05% 315

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LTFS
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Morgan Stanley
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VanEck Associates
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Claro Advisors's PMX Position: Q1 2019 in Review

Claro Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2019, closing a stake of 5,000 shares — an estimated $58K sold.

Claro Advisors first reported a position in PMX in Q4 2018 and held it in 1 quarter. The position peaked at $58K in Q4 2018. 46 funds tracked by Wall St. Rank hold PMX as of Q1 2019.

  • Claro Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 5,000 PIMCO Municipal Income Fund III shares in Q1 2019, an estimated $58K.
  • Claro Advisors first reported a position in PIMCO Municipal Income Fund III in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's PIMCO Municipal Income Fund III position peaked at $58K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.