SSC
PMX

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

Syverson Strege & Co’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
2021
Q1 		– Sell
-1,993
Closed -$24K – 278
2020
Q4 		$24K Buy
+1,993
New +$23.2K 0.02% 145

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Syverson Strege & Co's PMX Position: Q1 2021 in Review

Syverson Strege & Co sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2021, closing a stake of 1,993 shares — an estimated $24K sold.

Syverson Strege & Co first reported a position in PMX in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 56 funds tracked by Wall St. Rank hold PMX as of Q1 2021.

  • Syverson Strege & Co reported no remaining PIMCO Municipal Income Fund III position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 1,993 PIMCO Municipal Income Fund III shares in Q1 2021, an estimated $24K.
  • Syverson Strege & Co first reported a position in PIMCO Municipal Income Fund III in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's PIMCO Municipal Income Fund III position peaked at $24K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.