SEIA
PMF

Signature Estate & Investment Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

Signature Estate & 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
2023
Q4 		– Sell
-58,571
Closed -$492K – 193
2023
Q3 		$492K Buy
58,571
+5,319
+10% +$50.6K 0.02% 114
2023
Q2 		$547K Buy
53,252
+4,281
+9% +$42.8K 0.02% 118
2023
Q1 		$487K Hold
48,971
– – 0.02% 124
2022
Q4 		$511K Buy
+48,971
New +$506K 0.02% 120

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SAM
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UBS Group
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VanEck Associates
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Royal Bank of Canada
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CAPTRUST Financial Advisors
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Signature Estate & Investment Advisors's PMF Position: Q4 2023 in Review

Signature Estate & Investment Advisors sold out of PIMCO Municipal Income Fund (PMF) in Q4 2023, closing a stake of 58,571 shares — an estimated $492K sold.

Signature Estate & Investment Advisors first reported a position in PMF in Q4 2022 and held it in 4 quarters. The position peaked at $547K in Q2 2023. 60 funds tracked by Wall St. Rank hold PMF as of Q4 2023.

  • Signature Estate & Investment Advisors reported no remaining PIMCO Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 58,571 PIMCO Municipal Income Fund shares in Q4 2023, an estimated $492K.
  • Signature Estate & Investment Advisors first reported a position in PIMCO Municipal Income Fund in Q4 2022 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's PIMCO Municipal Income Fund position peaked at $547K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q4 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.