RIA
PMF

Regal Investment Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

Regal Investment Advisors’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,800
Closed -$25K – 721
2015
Q3 		$25K Buy
+1,800
New +$25.3K 0.01% 526
2014
Q3 		– Sell
-300
Closed -$4K – 967
2014
Q2 		$4K Buy
+300
New +$4.18K ﹤0.01% 791

Other funds holding PMF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LVP
Limestone Value Partners Houston, Texas $64M AUM 4.56% 1-Year Est. Return

Regal Investment Advisors's PMF Position: Q4 2015 in Review

Regal Investment Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q4 2015, closing a stake of 1,800 shares — an estimated $25K sold.

Regal Investment Advisors first reported a position in PMF in Q2 2014 and held it in 2 quarters. The position peaked at $25K in Q3 2015. 37 funds tracked by Wall St. Rank hold PMF as of Q4 2015.

  • Regal Investment Advisors reported no remaining PIMCO Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,800 PIMCO Municipal Income Fund shares in Q4 2015, an estimated $25K.
  • Regal Investment Advisors first reported a position in PIMCO Municipal Income Fund in Q2 2014 and held it in 2 quarters.
  • Regal Investment Advisors's PIMCO Municipal Income Fund position peaked at $25K in Q3 2015.
  • 37 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.