BCWM
PCK

Blue Chip Wealth Management’s Pimco California Municipal Income Fund II PCK Stock Holding History

Blue Chip Wealth Management’s Portfolio PCK Stock Details PCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$823K Buy
+88,259
New +$809K 0.65% 39

Other funds holding PCK

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Blue Chip Wealth Management's PCK Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in Pimco California Municipal Income Fund II (PCK) in Q3 2020: 88,259 shares worth $823K. The stake represents 0.65% of the portfolio and ranks #39 among its holdings.

37 funds tracked by Wall St. Rank hold PCK as of Q3 2020.

  • Blue Chip Wealth Management held 88,259 shares of Pimco California Municipal Income Fund II worth $823K as of Q3 2020.
  • Pimco California Municipal Income Fund II was a new Blue Chip Wealth Management position in Q3 2020.
  • Pimco California Municipal Income Fund II made up 0.65% of Blue Chip Wealth Management's portfolio in Q3 2020, its #39 holding.
  • 37 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.