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Concert Wealth Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Concert Wealth Management’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
2013
Q4 		– Sell
-11,800
Closed -$154K – 561
2013
Q3 		$154K Sell
11,800
-2,100
-15% -$27.3K 0.02% 500
2013
Q2 		$196K Buy
+13,900
New +$209K 0.03% 459

Other funds holding PCQ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concert Wealth Management's PCQ Position: Q4 2013 in Review

Concert Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2013, closing a stake of 11,800 shares — an estimated $154K sold.

Concert Wealth Management first reported a position in PCQ in Q2 2013 and held it in 2 quarters. The position peaked at $196K in Q2 2013. 19 funds tracked by Wall St. Rank hold PCQ as of Q4 2013.

  • Concert Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 11,800 Pimco California Municipal Income Fund shares in Q4 2013, an estimated $154K.
  • Concert Wealth Management first reported a position in Pimco California Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's Pimco California Municipal Income Fund position peaked at $196K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.