GWMIA
PML

Global Wealth Management Investment Advisory’s PIMCO Municipal Income Fund II PML Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-1,915
Closed -$29K – 702
2019
Q2 		$29K Buy
+1,915
New +$28.3K 0.01% 226

Other funds holding PML

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's PML Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of PIMCO Municipal Income Fund II (PML) in Q3 2019, closing a stake of 1,915 shares — an estimated $29K sold.

Global Wealth Management Investment Advisory first reported a position in PML in Q2 2019 and held it in 1 quarter. The position peaked at $29K in Q2 2019. 70 funds tracked by Wall St. Rank hold PML as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining PIMCO Municipal Income Fund II position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,915 PIMCO Municipal Income Fund II shares in Q3 2019, an estimated $29K.
  • Global Wealth Management Investment Advisory first reported a position in PIMCO Municipal Income Fund II in Q2 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's PIMCO Municipal Income Fund II position peaked at $29K in Q2 2019.
  • 70 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.