KFP
PMX

KMG Fiduciary Partners’s PIMCO Municipal Income Fund III PMX Stock Holding History

KMG Fiduciary Partners’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
2022
Q4 		– Sell
-13,872
Closed -$107K – 234
2022
Q3 		$107K Hold
13,872
– – 0.02% 191
2022
Q2 		$128K Buy
+13,872
New +$130K 0.02% 201
2022
Q1 		– Sell
-13,872
Closed -$177K – 205
2021
Q4 		$177K Buy
13,872
+2,747
+25% +$33.9K 0.03% 197
2021
Q3 		$139K Buy
+11,125
New +$144K 0.02% 199

Other funds holding PMX

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GC
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GCP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

KMG Fiduciary Partners's PMX Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2022, closing a stake of 13,872 shares — an estimated $107K sold.

KMG Fiduciary Partners first reported a position in PMX in Q3 2021 and held it in 4 quarters. The position peaked at $177K in Q4 2021. 68 funds tracked by Wall St. Rank hold PMX as of Q4 2022.

  • KMG Fiduciary Partners reported no remaining PIMCO Municipal Income Fund III position as of Q4 2022 after selling out during the quarter.
  • KMG Fiduciary Partners sold 13,872 PIMCO Municipal Income Fund III shares in Q4 2022, an estimated $107K.
  • KMG Fiduciary Partners first reported a position in PIMCO Municipal Income Fund III in Q3 2021 and held it in 4 quarters.
  • KMG Fiduciary Partners's PIMCO Municipal Income Fund III position peaked at $177K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.