LWP
PML

Laurel Wealth Planning’s PIMCO Municipal Income Fund II PML Stock Holding History

Laurel Wealth Planning’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
2022
Q2 		– Sell
-3,000
Closed -$35K – 273
2022
Q1 		$35K Buy
+3,000
New +$39.4K 0.02% 132

Other funds holding PML

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Laurel Wealth Planning's PML Position: Q2 2022 in Review

Laurel Wealth Planning sold out of PIMCO Municipal Income Fund II (PML) in Q2 2022, closing a stake of 3,000 shares — an estimated $35K sold.

Laurel Wealth Planning first reported a position in PML in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 89 funds tracked by Wall St. Rank hold PML as of Q2 2022.

  • Laurel Wealth Planning reported no remaining PIMCO Municipal Income Fund II position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 3,000 PIMCO Municipal Income Fund II shares in Q2 2022, an estimated $35K.
  • Laurel Wealth Planning first reported a position in PIMCO Municipal Income Fund II in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's PIMCO Municipal Income Fund II position peaked at $35K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.