PCS
PMX

Personal CFO Solutions’s PIMCO Municipal Income Fund III PMX Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-10,000
Closed -$92K – 457
2022
Q2 		$92K Buy
+10,000
New +$94.1K 0.02% 414

Other funds holding PMX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Personal CFO Solutions's PMX Position: Q3 2022 in Review

Personal CFO Solutions sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2022, closing a stake of 10,000 shares — an estimated $92K sold.

Personal CFO Solutions first reported a position in PMX in Q2 2022 and held it in 1 quarter. The position peaked at $92K in Q2 2022. 64 funds tracked by Wall St. Rank hold PMX as of Q3 2022.

  • Personal CFO Solutions reported no remaining PIMCO Municipal Income Fund III position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 10,000 PIMCO Municipal Income Fund III shares in Q3 2022, an estimated $92K.
  • Personal CFO Solutions first reported a position in PIMCO Municipal Income Fund III in Q2 2022 and held it in 1 quarter.
  • Personal CFO Solutions's PIMCO Municipal Income Fund III position peaked at $92K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.