Focus Partners Wealth
PMX

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

Focus Partners Wealth’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
2024
Q4 		– Sell
-24,672
Closed -$204K – 1961
2024
Q3 		$204K Buy
+24,672
New +$196K ﹤0.01% 1459

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Focus Partners Wealth's PMX Position: Q4 2024 in Review

Focus Partners Wealth sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2024, closing a stake of 24,672 shares — an estimated $204K sold.

Focus Partners Wealth first reported a position in PMX in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 71 funds tracked by Wall St. Rank hold PMX as of Q4 2024.

  • Focus Partners Wealth reported no remaining PIMCO Municipal Income Fund III position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 24,672 PIMCO Municipal Income Fund III shares in Q4 2024, an estimated $204K.
  • Focus Partners Wealth first reported a position in PIMCO Municipal Income Fund III in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's PIMCO Municipal Income Fund III position peaked at $204K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.