SS
PMX

Sunbelt Securities’s PIMCO Municipal Income Fund III PMX Stock Holding History

Sunbelt Securities’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
2023
Q3 		– Sell
-15
Closed -$121 – 1813
2023
Q2 		$121 Hold
15
– – ﹤0.01% 1651
2023
Q1 		$122 Buy
+15
New +$124 ﹤0.01% 1610

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sunbelt Securities's PMX Position: Q3 2023 in Review

Sunbelt Securities sold out of PIMCO Municipal Income Fund III (PMX) in Q3 2023, closing a stake of 15 shares — an estimated $121 sold.

Sunbelt Securities first reported a position in PMX in Q1 2023 and held it in 2 quarters. The position peaked at $122 in Q1 2023. 68 funds tracked by Wall St. Rank hold PMX as of Q3 2023.

  • Sunbelt Securities reported no remaining PIMCO Municipal Income Fund III position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 15 PIMCO Municipal Income Fund III shares in Q3 2023, an estimated $121.
  • Sunbelt Securities first reported a position in PIMCO Municipal Income Fund III in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's PIMCO Municipal Income Fund III position peaked at $122 in Q1 2023.
  • 68 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.