PFGIA
PMX

Patriot Financial Group Insurance Agency’s PIMCO Municipal Income Fund III PMX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-200
Closed -$3K – 2200
2021
Q4 		$3K Hold
200
– – ﹤0.01% 1874
2021
Q3 		$3K Hold
200
– – ﹤0.01% 1863
2021
Q2 		$3K Hold
200
– – ﹤0.01% 1803
2021
Q1 		$2K Hold
200
– – ﹤0.01% 1803
2020
Q4 		$2K Buy
+200
New +$2.33K ﹤0.01% 1659

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GCP
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Bank of America
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Osaic Holdings
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CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PMX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2022, closing a stake of 200 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PMX in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 61 funds tracked by Wall St. Rank hold PMX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO Municipal Income Fund III position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 PIMCO Municipal Income Fund III shares in Q1 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO Municipal Income Fund III in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO Municipal Income Fund III position peaked at $3K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.