WP
PMF

WealthPLAN Partners’s PIMCO Municipal Income Fund PMF Stock Holding History

WealthPLAN Partners’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
2015
Q2 		$25K Buy
+1,850
New +$27.3K 0.01% 235

Other funds holding PMF

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TCM
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's PMF Position: Q2 2015 in Review

WealthPLAN Partners opened a new position in PIMCO Municipal Income Fund (PMF) in Q2 2015: 1,850 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings.

35 funds tracked by Wall St. Rank hold PMF as of Q2 2015.

  • WealthPLAN Partners held 1,850 shares of PIMCO Municipal Income Fund worth $25K as of Q2 2015.
  • PIMCO Municipal Income Fund was a new WealthPLAN Partners position in Q2 2015.
  • PIMCO Municipal Income Fund made up 0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #235 holding.
  • 35 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.