Syverson Strege & Co’s PIMCO Municipal Income Fund PMF Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-2,385	Closed	-$23.7K	–	471
2023 Q1	$23.7K	Sell	2,385 -10,106	-81%	-$103K	0.01%	177
2022 Q4	$130K	Buy	12,491 +1,586	+15%	+$16.4K	0.06%	78
2022 Q3	$106K	Buy	10,905 +11	+0.1%	+$124	0.05%	88
2022 Q2	$125K	Buy	10,894 +10,149	+1,362%	+$113K	0.05%	85
2022 Q1	$9K	Buy	745 +9	+1%	+$119	0.01%	208
2021 Q4	$11K	Buy	736 +9	+1%	+$131	0.01%	197
2021 Q3	$11K	Buy	727 +8	+1%	+$121	0.01%	234
2021 Q2	$11K	Buy	719 +8	+1%	+$117	0.01%	196
2021 Q1	$10K	Buy	+711	New	+$10.1K	0.01%	193

Other funds holding PMF

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SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Syverson Strege & Co's PMF Position: Q2 2023 in Review

Syverson Strege & Co sold out of PIMCO Municipal Income Fund (PMF) in Q2 2023, closing a stake of 2,385 shares — an estimated $23.7K sold.

Syverson Strege & Co first reported a position in PMF in Q1 2021 and held it in 9 quarters. The position peaked at $130K in Q4 2022. 53 funds tracked by Wall St. Rank hold PMF as of Q2 2023.

Syverson Strege & Co reported no remaining PIMCO Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2,385 PIMCO Municipal Income Fund shares in Q2 2023, an estimated $23.7K.
Syverson Strege & Co first reported a position in PIMCO Municipal Income Fund in Q1 2021 and held it in 9 quarters.
Syverson Strege & Co's PIMCO Municipal Income Fund position peaked at $130K in Q4 2022.
53 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.