IA
PMX

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

IFP 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
2023
Q4 		– Sell
-533
Closed -$3.45K – 3265
2023
Q3 		$3.45K Hold
533
– – ﹤0.01% 2651
2023
Q2 		$4.29K Hold
533
– – ﹤0.01% 2593
2023
Q1 		$6.15K Sell
533
-1,900
-78% -$15.7K ﹤0.01% 2489
2022
Q4 		$27K Sell
2,433
-6,692
-73% -$57.4K ﹤0.01% 2679
2022
Q3 		$105K Hold
9,125
– – ﹤0.01% 1827
2022
Q2 		$105K Hold
9,125
– – ﹤0.01% 1658
2022
Q1 		$105K Buy
+9,125
New +$101K ﹤0.01% 1658
2019
Q1 		– Sell
-1,808
Closed -$20K – 3148
2018
Q4 		$20K Buy
1,808
+45
+3% +$500 ﹤0.01% 2142
2018
Q3 		$20K Buy
1,763
+23
+1% +$266 ﹤0.01% 2457
2018
Q2 		$20K Buy
1,740
+980
+129% +$11.2K ﹤0.01% 2470
2018
Q1 		$9K Hold
760
– – ﹤0.01% 2852
2017
Q4 		$9K Sell
760
-823
-52% -$9.69K ﹤0.01% 2897
2017
Q3 		$19K Sell
1,583
-1,433
-48% -$17.1K ﹤0.01% 2627
2017
Q2 		$35K Sell
3,016
-711
-19% -$8.22K ﹤0.01% 2212
2017
Q1 		$42K Buy
3,727
+311
+9% +$3.56K ﹤0.01% 2032
2016
Q4 		$39K Buy
3,416
+504
+17% +$5.89K ﹤0.01% 2027
2016
Q3 		$37K Sell
2,912
-194
-6% -$2.48K ﹤0.01% 2003
2016
Q2 		$40K Buy
+3,106
New +$38.9K ﹤0.01% 1914
2016
Q1 		– Sell
-3,094
Closed -$36K – 3154
2015
Q4 		$36K Buy
+3,094
New +$34.9K ﹤0.01% 1808

Other funds holding PMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

IFP Advisors's PMX Position: Q4 2023 in Review

IFP Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2023, closing a stake of 533 shares — an estimated $3.45K sold.

IFP Advisors first reported a position in PMX in Q4 2015 and held it in 19 quarters. The position peaked at $105K in Q3 2022. 84 funds tracked by Wall St. Rank hold PMX as of Q4 2023.

  • IFP Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 533 PIMCO Municipal Income Fund III shares in Q4 2023, an estimated $3.45K.
  • IFP Advisors first reported a position in PIMCO Municipal Income Fund III in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's PIMCO Municipal Income Fund III position peaked at $105K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.