IWM
PML

IHT Wealth Management’s PIMCO Municipal Income Fund II PML Stock Holding History

IHT Wealth Management’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,125
Closed -$27K – 1096
2018
Q1 		$27K Hold
2,125
– – 0.01% 881
2017
Q4 		$28K Hold
2,125
– – 0.01% 887
2017
Q3 		$28K Hold
2,125
– – 0.01% 671
2017
Q2 		$65 Buy
+2,125
New +$27.6K 0.03% 447

Other funds holding PML

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IHT Wealth Management's PML Position: Q2 2018 in Review

IHT Wealth Management sold out of PIMCO Municipal Income Fund II (PML) in Q2 2018, closing a stake of 2,125 shares — an estimated $27K sold.

IHT Wealth Management first reported a position in PML in Q2 2017 and held it in 4 quarters. The position peaked at $28K in Q4 2017. 75 funds tracked by Wall St. Rank hold PML as of Q2 2018.

  • IHT Wealth Management reported no remaining PIMCO Municipal Income Fund II position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,125 PIMCO Municipal Income Fund II shares in Q2 2018, an estimated $27K.
  • IHT Wealth Management first reported a position in PIMCO Municipal Income Fund II in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's PIMCO Municipal Income Fund II position peaked at $28K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.