RIA
PMX

Realta Investment Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-600
Closed -$8K – 1098
2019
Q4 		$8K Hold
600
– – ﹤0.01% 1208
2019
Q3 		$8K Hold
600
– – ﹤0.01% 1188
2019
Q2 		$7K Buy
+600
New +$7.39K ﹤0.01% 1268

Other funds holding PMX

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Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Realta Investment Advisors's PMX Position: Q1 2020 in Review

Realta Investment Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2020, closing a stake of 600 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in PMX in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 56 funds tracked by Wall St. Rank hold PMX as of Q1 2020.

  • Realta Investment Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 600 PIMCO Municipal Income Fund III shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in PIMCO Municipal Income Fund III in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's PIMCO Municipal Income Fund III position peaked at $8K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.