AAS
PCQ

Avantax Advisory Services’s Pimco California Municipal Income Fund PCQ Stock Holding History

Avantax Advisory Services’s Portfolio PCQ Stock Details PCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-44,112
Closed -$781K – 1230
2020
Q3 		$781K Buy
+44,112
New +$761K 0.01% 622

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Avantax Advisory Services's PCQ Position: Q4 2020 in Review

Avantax Advisory Services sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2020, closing a stake of 44,112 shares — an estimated $781K sold.

Avantax Advisory Services first reported a position in PCQ in Q3 2020 and held it in 1 quarter. The position peaked at $781K in Q3 2020. 29 funds tracked by Wall St. Rank hold PCQ as of Q4 2020.

  • Avantax Advisory Services reported no remaining Pimco California Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 44,112 Pimco California Municipal Income Fund shares in Q4 2020, an estimated $781K.
  • Avantax Advisory Services first reported a position in Pimco California Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Pimco California Municipal Income Fund position peaked at $781K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.