IWM
PMX

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

IHT 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
2023
Q3 		– Sell
-25,228
Closed -$203K – 1014
2023
Q2 		$203K Hold
25,228
– – 0.01% 879
2023
Q1 		$210K Buy
+25,228
New +$208K 0.01% 839

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IHT Wealth Management's PMX Position: Q3 2023 in Review

IHT Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2023, closing a stake of 25,228 shares — an estimated $203K sold.

IHT Wealth Management first reported a position in PMX in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q1 2023. 68 funds tracked by Wall St. Rank hold PMX as of Q3 2023.

  • IHT Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 25,228 PIMCO Municipal Income Fund III shares in Q3 2023, an estimated $203K.
  • IHT Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q1 2023 and held it in 2 quarters.
  • IHT Wealth Management's PIMCO Municipal Income Fund III position peaked at $210K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.