MWM
PMF

Modern Wealth Management’s PIMCO Municipal Income Fund PMF Stock Holding History

Modern Wealth Management’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,000
Closed -$165K – 461
2024
Q2 		$165K Buy
+18,000
New +$164K 0.01% 387

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AAS
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Ameriprise
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Morgan Stanley
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TCM
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UBS Group
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Modern Wealth Management's PMF Position: Q3 2024 in Review

Modern Wealth Management sold out of PIMCO Municipal Income Fund (PMF) in Q3 2024, closing a stake of 18,000 shares — an estimated $165K sold.

Modern Wealth Management first reported a position in PMF in Q2 2024 and held it in 1 quarter. The position peaked at $165K in Q2 2024. 57 funds tracked by Wall St. Rank hold PMF as of Q3 2024.

  • Modern Wealth Management reported no remaining PIMCO Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 18,000 PIMCO Municipal Income Fund shares in Q3 2024, an estimated $165K.
  • Modern Wealth Management first reported a position in PIMCO Municipal Income Fund in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's PIMCO Municipal Income Fund position peaked at $165K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.