IA
PMF

IFP Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

IFP Advisors’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,365
Closed -$85K – 4172
2022
Q4 		$85K Sell
6,365
-5,650
-47% -$58.4K ﹤0.01% 1854
2022
Q3 		$160K Hold
12,015
– – ﹤0.01% 1548
2022
Q2 		$160K Hold
12,015
– – 0.01% 1415
2022
Q1 		$160K Buy
+12,015
New +$159K 0.01% 1415
2019
Q1 		– Sell
-1,719
Closed -$22K – 3145
2018
Q4 		$22K Buy
1,719
+15
+0.9% +$187 ﹤0.01% 2080
2018
Q3 		$22K Buy
1,704
+13
+0.8% +$172 ﹤0.01% 2412
2018
Q2 		$22K Buy
1,691
+28
+2% +$361 ﹤0.01% 2411
2018
Q1 		$22K Hold
1,663
– – ﹤0.01% 2330
2017
Q4 		$22K Sell
1,663
-1,451
-47% -$19.2K ﹤0.01% 2363
2017
Q3 		$43K Buy
3,114
+12
+0.4% +$167 ﹤0.01% 2079
2017
Q2 		$42K Sell
3,102
-487
-14% -$6.59K ﹤0.01% 2087
2017
Q1 		$47K Sell
3,589
-11,010
-75% -$154K ﹤0.01% 1968
2016
Q4 		$210K Buy
14,599
+11,974
+456% +$182K 0.01% 1030
2016
Q3 		$44K Sell
2,625
-72
-3% -$1.21K ﹤0.01% 1898
2016
Q2 		$46K Buy
+2,697
New +$44.7K ﹤0.01% 1814
2016
Q1 		– Sell
-4,108
Closed -$63K – 3149
2015
Q4 		$63K Buy
+4,108
New +$61.4K ﹤0.01% 1462

Other funds holding PMF

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors's PMF Position: Q1 2023 in Review

IFP Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q1 2023, closing a stake of 6,365 shares — an estimated $85K sold.

IFP Advisors first reported a position in PMF in Q4 2015 and held it in 16 quarters. The position peaked at $210K in Q4 2016. 56 funds tracked by Wall St. Rank hold PMF as of Q1 2023.

  • IFP Advisors reported no remaining PIMCO Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 6,365 PIMCO Municipal Income Fund shares in Q1 2023, an estimated $85K.
  • IFP Advisors first reported a position in PIMCO Municipal Income Fund in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's PIMCO Municipal Income Fund position peaked at $210K in Q4 2016.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.