RIA
PML

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

Regal Investment Advisors’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
2013
Q4 		– Sell
-700
Closed -$8K – 930
2013
Q3 		$8K Hold
700
– – ﹤0.01% 645
2013
Q2 		$8K Buy
+700
New +$8.81K ﹤0.01% 635

Other funds holding PML

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Regal Investment Advisors's PML Position: Q4 2013 in Review

Regal Investment Advisors sold out of PIMCO Municipal Income Fund II (PML) in Q4 2013, closing a stake of 700 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in PML in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 59 funds tracked by Wall St. Rank hold PML as of Q4 2013.

  • Regal Investment Advisors reported no remaining PIMCO Municipal Income Fund II position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 700 PIMCO Municipal Income Fund II shares in Q4 2013, an estimated $8K.
  • Regal Investment Advisors first reported a position in PIMCO Municipal Income Fund II in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's PIMCO Municipal Income Fund II position peaked at $8K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund II as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.