SQA
PMX

Simon Quick Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-15,598
Closed -$112K – 577
2025
Q1 		$112K Buy
15,598
+515
+3% +$3.78K 0.01% 598
2024
Q4 		$111K Buy
15,083
+778
+5% +$6.11K 0.01% 474
2024
Q3 		$118K Buy
14,305
+840
+6% +$6.67K 0.01% 423
2024
Q2 		$106K Sell
13,465
-7,021
-34% -$52.6K 0.01% 379
2024
Q1 		$153K Buy
20,486
+2,307
+13% +$17.2K 0.01% 402
2023
Q4 		$134K Buy
+18,179
New +$126K 0.01% 324

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Simon Quick Advisors's PMX Position: Q2 2025 in Review

Simon Quick Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2025, closing a stake of 15,598 shares — an estimated $112K sold.

Simon Quick Advisors first reported a position in PMX in Q4 2023 and held it in 6 quarters. The position peaked at $153K in Q1 2024. 63 funds tracked by Wall St. Rank hold PMX as of Q2 2025.

  • Simon Quick Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 15,598 PIMCO Municipal Income Fund III shares in Q2 2025, an estimated $112K.
  • Simon Quick Advisors first reported a position in PIMCO Municipal Income Fund III in Q4 2023 and held it in 6 quarters.
  • Simon Quick Advisors's PIMCO Municipal Income Fund III position peaked at $153K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.