ZIG
PMX

Zullo Investment Group’s PIMCO Municipal Income Fund III PMX Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-500
Closed -$4.36K – 552
2022
Q4 		$4.36K Hold
500
– – ﹤0.01% 620
2022
Q3 		$4K Hold
500
– – ﹤0.01% 629
2022
Q2 		$5K Hold
500
– – ﹤0.01% 631
2022
Q1 		$5K Hold
500
– – ﹤0.01% 663
2021
Q4 		$6K Buy
+500
New +$6.17K ﹤0.01% 632

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zullo Investment Group's PMX Position: Q1 2023 in Review

Zullo Investment Group sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2023, closing a stake of 500 shares — an estimated $4.36K sold.

Zullo Investment Group first reported a position in PMX in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 70 funds tracked by Wall St. Rank hold PMX as of Q1 2023.

  • Zullo Investment Group reported no remaining PIMCO Municipal Income Fund III position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 500 PIMCO Municipal Income Fund III shares in Q1 2023, an estimated $4.36K.
  • Zullo Investment Group first reported a position in PIMCO Municipal Income Fund III in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's PIMCO Municipal Income Fund III position peaked at $6K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.