KFI
PMX

Key Financial Inc’s PIMCO Municipal Income Fund III PMX Stock Holding History

Key Financial Inc’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
-5
Closed -$39 – 1204
2022
Q4 		$39 Hold
5
– – ﹤0.01% 1167
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1166
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1143
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1098
2021
Q4 		$0 Hold
5
– – ﹤0.01% 987
2021
Q3 		$0 Hold
5
– – ﹤0.01% 943
2021
Q2 		$0 Hold
5
– – ﹤0.01% 884
2021
Q1 		$0 Hold
5
– – ﹤0.01% 795
2020
Q4 		$0 Buy
+5
New +$58 ﹤0.01% 734
2020
Q2 		– Sell
-5
Closed – – 473
2020
Q1 		$0 Buy
+5
New +$60 ﹤0.01% 713

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

Key Financial Inc's PMX Position: Q1 2023 in Review

Key Financial Inc sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2023, closing a stake of 5 shares — an estimated $39 sold.

Key Financial Inc first reported a position in PMX in Q1 2020 and held it in 10 quarters. The position peaked at $39 in Q4 2022. 70 funds tracked by Wall St. Rank hold PMX as of Q1 2023.

  • Key Financial Inc reported no remaining PIMCO Municipal Income Fund III position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 5 PIMCO Municipal Income Fund III shares in Q1 2023, an estimated $39.
  • Key Financial Inc first reported a position in PIMCO Municipal Income Fund III in Q1 2020 and held it in 10 quarters.
  • Key Financial Inc's PIMCO Municipal Income Fund III position peaked at $39 in Q4 2022.
  • 70 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.