PWP
PML

Personal Wealth Partners’s PIMCO Municipal Income Fund II PML Stock Holding History

Personal Wealth Partners’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$8K – 463
2019
Q4 		$8K Hold
500
– – ﹤0.01% 248
2019
Q3 		$8K Hold
500
– – ﹤0.01% 253
2019
Q2 		$7K Buy
+500
New +$7.38K ﹤0.01% 233

Other funds holding PML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Personal Wealth Partners's PML Position: Q1 2020 in Review

Personal Wealth Partners sold out of PIMCO Municipal Income Fund II (PML) in Q1 2020, closing a stake of 500 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in PML in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 81 funds tracked by Wall St. Rank hold PML as of Q1 2020.

  • Personal Wealth Partners reported no remaining PIMCO Municipal Income Fund II position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 500 PIMCO Municipal Income Fund II shares in Q1 2020, an estimated $8K.
  • Personal Wealth Partners first reported a position in PIMCO Municipal Income Fund II in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's PIMCO Municipal Income Fund II position peaked at $8K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.