CPW
PCQ

Catalyst Private Wealth’s Pimco California Municipal Income Fund PCQ Stock Holding History

Catalyst Private Wealth’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
-201
Closed -$4K – 208
2020
Q3 		$4K Buy
+201
New +$3.47K ﹤0.01% 248

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MBTD
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Cetera Investment Advisers
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Cambridge Investment Research Advisors
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DTC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
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Catalyst Private Wealth's PCQ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2020, closing a stake of 201 shares — an estimated $4K sold.

Catalyst Private Wealth first reported a position in PCQ in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 29 funds tracked by Wall St. Rank hold PCQ as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Pimco California Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 201 Pimco California Municipal Income Fund shares in Q4 2020, an estimated $4K.
  • Catalyst Private Wealth first reported a position in Pimco California Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Pimco California Municipal Income Fund position peaked at $4K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.