UCFA
PMX

United Capital Financial Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

United Capital Financial 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
2018
Q2 		– Sell
-11,175
Closed -$127K – 1349
2018
Q1 		$127K Buy
+11,175
New +$125K ﹤0.01% 1262

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BF
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LTFS
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United Capital Financial Advisors's PMX Position: Q2 2018 in Review

United Capital Financial Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2018, closing a stake of 11,175 shares — an estimated $127K sold.

United Capital Financial Advisors first reported a position in PMX in Q1 2018 and held it in 1 quarter. The position peaked at $127K in Q1 2018. 41 funds tracked by Wall St. Rank hold PMX as of Q2 2018.

  • United Capital Financial Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,175 PIMCO Municipal Income Fund III shares in Q2 2018, an estimated $127K.
  • United Capital Financial Advisors first reported a position in PIMCO Municipal Income Fund III in Q1 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's PIMCO Municipal Income Fund III position peaked at $127K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.