CIBC Private Wealth Group
PCQ

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

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-357
Closed -$3.56K – 3132
2024
Q3 		$3.56K Hold
357
– – ﹤0.01% 2695
2024
Q2 		$3.36K Buy
+357
New +$3.31K ﹤0.01% 2642

Other funds holding PCQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC Private Wealth Group's PCQ Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2024, closing a stake of 357 shares — an estimated $3.56K sold.

CIBC Private Wealth Group first reported a position in PCQ in Q2 2024 and held it in 2 quarters. The position peaked at $3.56K in Q3 2024. 46 funds tracked by Wall St. Rank hold PCQ as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Pimco California Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 357 Pimco California Municipal Income Fund shares in Q4 2024, an estimated $3.56K.
  • CIBC Private Wealth Group first reported a position in Pimco California Municipal Income Fund in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Pimco California Municipal Income Fund position peaked at $3.56K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.