JCM
PMX

Janney Capital Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Janney Capital 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
Q1 		– Sell
-15,053
Closed -$131K – 258
2022
Q4 		$131K Buy
+15,053
New +$129K 0.01% 245
2017
Q4 		– Sell
-31,120
Closed -$369K – 240
2017
Q3 		$369K Buy
+31,120
New +$371K 0.02% 167

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Capital Management's PMX Position: Q1 2023 in Review

Janney Capital Management sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2023, closing a stake of 15,053 shares — an estimated $131K sold.

Janney Capital Management first reported a position in PMX in Q3 2017 and held it in 2 quarters. The position peaked at $369K in Q3 2017. 70 funds tracked by Wall St. Rank hold PMX as of Q1 2023.

  • Janney Capital Management reported no remaining PIMCO Municipal Income Fund III position as of Q1 2023 after selling out during the quarter.
  • Janney Capital Management sold 15,053 PIMCO Municipal Income Fund III shares in Q1 2023, an estimated $131K.
  • Janney Capital Management first reported a position in PIMCO Municipal Income Fund III in Q3 2017 and held it in 2 quarters.
  • Janney Capital Management's PIMCO Municipal Income Fund III position peaked at $369K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2023.

Based on Janney Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.