ACA
PZC

Ackerman Capital Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Ackerman Capital Advisors’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-86,365
Closed -$771K – 124
2022
Q1 		$771K Buy
86,365
+55,982
+184% +$547K 0.18% 59
2021
Q4 		$337K Buy
30,383
+16,576
+120% +$181K 0.08% 85
2021
Q3 		$152K Buy
+13,807
New +$157K 0.03% 111
2021
Q2 		– Sell
-48,974
Closed -$517K – 134
2021
Q1 		$517K Sell
48,974
-33,753
-41% -$352K 0.13% 68
2020
Q4 		$848K Buy
+82,727
New +$857K 0.22% 44

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ackerman Capital Advisors's PZC Position: Q2 2022 in Review

Ackerman Capital Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q2 2022, closing a stake of 86,365 shares — an estimated $771K sold.

Ackerman Capital Advisors first reported a position in PZC in Q4 2020 and held it in 5 quarters. The position peaked at $848K in Q4 2020. 24 funds tracked by Wall St. Rank hold PZC as of Q2 2022.

  • Ackerman Capital Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q2 2022 after selling out during the quarter.
  • Ackerman Capital Advisors sold 86,365 PIMCO California Municipal Income Fund III shares in Q2 2022, an estimated $771K.
  • Ackerman Capital Advisors first reported a position in PIMCO California Municipal Income Fund III in Q4 2020 and held it in 5 quarters.
  • Ackerman Capital Advisors's PIMCO California Municipal Income Fund III position peaked at $848K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q2 2022.

Based on Ackerman Capital Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.