Bessemer Group
PZC

Bessemer Group’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Bessemer Group’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
2024
Q3 		– Sell
-2,400
Closed -$17K – 2686
2024
Q2 		$17K Buy
+2,400
New +$17.2K ﹤0.01% 1416

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bessemer Group's PZC Position: Q3 2024 in Review

Bessemer Group sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2024, closing a stake of 2,400 shares — an estimated $17K sold.

Bessemer Group first reported a position in PZC in Q2 2024 and held it in 1 quarter. The position peaked at $17K in Q2 2024. 29 funds tracked by Wall St. Rank hold PZC as of Q3 2024.

  • Bessemer Group reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 2,400 PIMCO California Municipal Income Fund III shares in Q3 2024, an estimated $17K.
  • Bessemer Group first reported a position in PIMCO California Municipal Income Fund III in Q2 2024 and held it in 1 quarter.
  • Bessemer Group's PIMCO California Municipal Income Fund III position peaked at $17K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.