CPW
PZC

Catalyst Private Wealth’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-5,503
Closed -$59K – 227
2020
Q3 		$59K Buy
+5,503
New +$58.3K 0.06% 105

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Catalyst Private Wealth's PZC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2020, closing a stake of 5,503 shares — an estimated $59K sold.

Catalyst Private Wealth first reported a position in PZC in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 31 funds tracked by Wall St. Rank hold PZC as of Q4 2020.

  • Catalyst Private Wealth reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 5,503 PIMCO California Municipal Income Fund III shares in Q4 2020, an estimated $59K.
  • Catalyst Private Wealth first reported a position in PIMCO California Municipal Income Fund III in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's PIMCO California Municipal Income Fund III position peaked at $59K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2020.

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