Financial Engines Advisors
PML

Financial Engines Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Financial Engines Advisors’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,416
Closed -$113K – 300
2022
Q2 		$113K Buy
+10,416
New +$113K ﹤0.01% 290

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Bank of America
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BWG
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CC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Financial Engines Advisors's PML Position: Q3 2022 in Review

Financial Engines Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q3 2022, closing a stake of 10,416 shares — an estimated $113K sold.

Financial Engines Advisors first reported a position in PML in Q2 2022 and held it in 1 quarter. The position peaked at $113K in Q2 2022. 87 funds tracked by Wall St. Rank hold PML as of Q3 2022.

  • Financial Engines Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q3 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 10,416 PIMCO Municipal Income Fund II shares in Q3 2022, an estimated $113K.
  • Financial Engines Advisors first reported a position in PIMCO Municipal Income Fund II in Q2 2022 and held it in 1 quarter.
  • Financial Engines Advisors's PIMCO Municipal Income Fund II position peaked at $113K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q3 2022.

Based on Financial Engines Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.