RIA
PMX

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

Regal 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
2015
Q4 		– Sell
-4,177
Closed -$45K – 723
2015
Q3 		$45K Buy
+4,177
New +$45.6K 0.01% 445

Other funds holding PMX

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RCM
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Regal Investment Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2015, closing a stake of 4,177 shares — an estimated $45K sold.

Regal Investment Advisors first reported a position in PMX in Q3 2015 and held it in 1 quarter. The position peaked at $45K in Q3 2015. 32 funds tracked by Wall St. Rank hold PMX as of Q4 2015.

  • Regal Investment Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 4,177 PIMCO Municipal Income Fund III shares in Q4 2015, an estimated $45K.
  • Regal Investment Advisors first reported a position in PIMCO Municipal Income Fund III in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's PIMCO Municipal Income Fund III position peaked at $45K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2015.

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