Gradient Investments’s PIMCO Municipal Income Fund III PMX Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-4,033	Closed	-$46K	–	1199
2020 Q2	$46K	Hold	4,033	–	–	﹤0.01%	395
2020 Q1	$43K	Hold	4,033	–	–	﹤0.01%	374
2019 Q4	$51K	Hold	4,033	–	–	﹤0.01%	397
2019 Q3	$52K	Hold	4,033	–	–	﹤0.01%	386
2019 Q2	$50K	Hold	4,033	–	–	﹤0.01%	382
2019 Q1	$51K	Hold	4,033	–	–	﹤0.01%	336
2018 Q4	$45K	Hold	4,033	–	–	﹤0.01%	354
2018 Q3	$47K	Hold	4,033	–	–	﹤0.01%	367
2018 Q2	$47K	Hold	4,033	–	–	﹤0.01%	350
2018 Q1	$46K	Hold	4,033	–	–	﹤0.01%	349
2017 Q4	$47K	Buy	+4,033	New	+$47.5K	﹤0.01%	359
2017 Q3	–	Sell	-4,033	Closed	-$47K	–	584
2017 Q2	$47K	Hold	4,033	–	–	﹤0.01%	314
2017 Q1	$46K	Hold	4,033	–	–	﹤0.01%	317
2016 Q4	$46K	Hold	4,033	–	–	﹤0.01%	274
2016 Q3	$52K	Hold	4,033	–	–	0.01%	263
2016 Q2	$52K	Hold	4,033	–	–	0.01%	257
2016 Q1	$49K	Hold	4,033	–	–	0.01%	251
2015 Q4	$46K	Buy	+4,033	New	+$45.5K	0.01%	258

Other funds holding PMX

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Gradient Investments's PMX Position: Q3 2020 in Review

Gradient Investments sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2020, closing a stake of 4,033 shares — an estimated $46K sold.

Gradient Investments first reported a position in PMX in Q4 2015 and held it in 18 quarters. The position peaked at $52K in Q3 2019. 51 funds tracked by Wall St. Rank hold PMX as of Q3 2020.

Gradient Investments reported no remaining PIMCO Municipal Income Fund III position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 4,033 PIMCO Municipal Income Fund III shares in Q3 2020, an estimated $46K.
Gradient Investments first reported a position in PIMCO Municipal Income Fund III in Q4 2015 and held it in 18 quarters.
Gradient Investments's PIMCO Municipal Income Fund III position peaked at $52K in Q3 2019.
51 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.