IWA
PMX

IBEX Wealth Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-2,272
Closed -$28K – 312
2019
Q2 		$28K Buy
+2,272
New +$28K 0.01% 260
2017
Q1 		– Sell
-250
Closed -$3K – 304
2016
Q4 		$3K Buy
+250
New +$2.92K ﹤0.01% 418

Other funds holding PMX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IBEX Wealth Advisors's PMX Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2019, closing a stake of 2,272 shares — an estimated $28K sold.

IBEX Wealth Advisors first reported a position in PMX in Q4 2016 and held it in 2 quarters. The position peaked at $28K in Q2 2019. 50 funds tracked by Wall St. Rank hold PMX as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,272 PIMCO Municipal Income Fund III shares in Q3 2019, an estimated $28K.
  • IBEX Wealth Advisors first reported a position in PIMCO Municipal Income Fund III in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's PIMCO Municipal Income Fund III position peaked at $28K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.