MAFM
PMX

Mid Atlantic Financial Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Mid Atlantic Financial 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
2019
Q1 		– Sell
-25,500
Closed -$284K – 754
2018
Q4 		$284K Buy
+25,500
New +$284K 0.04% 481

Other funds holding PMX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mid Atlantic Financial Management's PMX Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2019, closing a stake of 25,500 shares — an estimated $284K sold.

Mid Atlantic Financial Management first reported a position in PMX in Q4 2018 and held it in 1 quarter. The position peaked at $284K in Q4 2018. 46 funds tracked by Wall St. Rank hold PMX as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining PIMCO Municipal Income Fund III position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 25,500 PIMCO Municipal Income Fund III shares in Q1 2019, an estimated $284K.
  • Mid Atlantic Financial Management first reported a position in PIMCO Municipal Income Fund III in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's PIMCO Municipal Income Fund III position peaked at $284K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.