EE
PMX

EWG Elevate’s PIMCO Municipal Income Fund III PMX Stock Holding History

EWG Elevate’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
-16,008
Closed -$118K – 155
2024
Q4 		$118K Hold
16,008
– – 0.04% 148
2024
Q3 		$132K Hold
16,008
– – 0.05% 111
2024
Q2 		$126K Hold
16,008
– – 0.05% 131
2024
Q1 		$120K Hold
16,008
– – 0.05% 121
2023
Q4 		$118K Hold
16,008
– – 0.05% 104
2023
Q3 		$104K Hold
16,008
– – 0.05% 91
2023
Q2 		$129K Hold
16,008
– – 0.05% 94
2023
Q1 		$133K Hold
16,008
– – 0.06% 89
2022
Q4 		$139K Buy
+16,008
New +$137K 0.07% 93

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

EWG Elevate's PMX Position: Q1 2025 in Review

EWG Elevate sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2025, closing a stake of 16,008 shares — an estimated $118K sold.

EWG Elevate first reported a position in PMX in Q4 2022 and held it in 9 quarters. The position peaked at $139K in Q4 2022. 60 funds tracked by Wall St. Rank hold PMX as of Q1 2025.

  • EWG Elevate reported no remaining PIMCO Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 16,008 PIMCO Municipal Income Fund III shares in Q1 2025, an estimated $118K.
  • EWG Elevate first reported a position in PIMCO Municipal Income Fund III in Q4 2022 and held it in 9 quarters.
  • EWG Elevate's PIMCO Municipal Income Fund III position peaked at $139K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.