NFG
PMX

Next Financial Group’s PIMCO Municipal Income Fund III PMX Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-343
Closed -$4K – 2185
2016
Q4 		$4K Buy
+343
New +$4K ﹤0.01% 2006

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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

Next Financial Group's PMX Position: Q1 2017 in Review

Next Financial Group sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2017, closing a stake of 343 shares — an estimated $4K sold.

Next Financial Group first reported a position in PMX in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 39 funds tracked by Wall St. Rank hold PMX as of Q1 2017.

  • Next Financial Group reported no remaining PIMCO Municipal Income Fund III position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 343 PIMCO Municipal Income Fund III shares in Q1 2017, an estimated $4K.
  • Next Financial Group first reported a position in PIMCO Municipal Income Fund III in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's PIMCO Municipal Income Fund III position peaked at $4K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.