GWM
PMX

Gupta Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-14,400
Closed -$158K – 1330
2015
Q3 		$158K Buy
+14,400
New +$157K 0.04% 277

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Cohen & Steers
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Morgan Stanley
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BFEC
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ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gupta Wealth Management's PMX Position: Q4 2015 in Review

Gupta Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2015, closing a stake of 14,400 shares — an estimated $158K sold.

Gupta Wealth Management first reported a position in PMX in Q3 2015 and held it in 1 quarter. The position peaked at $158K in Q3 2015. 32 funds tracked by Wall St. Rank hold PMX as of Q4 2015.

  • Gupta Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 14,400 PIMCO Municipal Income Fund III shares in Q4 2015, an estimated $158K.
  • Gupta Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's PIMCO Municipal Income Fund III position peaked at $158K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.