CFG
PCK

Cooper Financial Group’s Pimco California Municipal Income Fund II PCK Stock Holding History

Cooper Financial Group’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
Q2 		– Sell
-23,100
Closed -$195K – 198
2020
Q1 		$195K Buy
+23,100
New +$218K 0.08% 143

Other funds holding PCK

GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cooper Financial Group's PCK Position: Q2 2020 in Review

Cooper Financial Group sold out of Pimco California Municipal Income Fund II (PCK) in Q2 2020, closing a stake of 23,100 shares — an estimated $195K sold.

Cooper Financial Group first reported a position in PCK in Q1 2020 and held it in 1 quarter. The position peaked at $195K in Q1 2020. 32 funds tracked by Wall St. Rank hold PCK as of Q2 2020.

  • Cooper Financial Group reported no remaining Pimco California Municipal Income Fund II position as of Q2 2020 after selling out during the quarter.
  • Cooper Financial Group sold 23,100 Pimco California Municipal Income Fund II shares in Q2 2020, an estimated $195K.
  • Cooper Financial Group first reported a position in Pimco California Municipal Income Fund II in Q1 2020 and held it in 1 quarter.
  • Cooper Financial Group's Pimco California Municipal Income Fund II position peaked at $195K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q2 2020.

Based on Cooper Financial Group's 13F filing for Q2 2020, filed 15 Jul 2020.