DWM
PZC

Destination Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Destination Wealth Management’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
2016
Q3 		– Sell
-10,100
Closed -$124K – 171
2016
Q2 		$124K Buy
+10,100
New +$121K 0.01% 145

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Destination Wealth Management's PZC Position: Q3 2016 in Review

Destination Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2016, closing a stake of 10,100 shares — an estimated $124K sold.

Destination Wealth Management first reported a position in PZC in Q2 2016 and held it in 1 quarter. The position peaked at $124K in Q2 2016. 16 funds tracked by Wall St. Rank hold PZC as of Q3 2016.

  • Destination Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2016 after selling out during the quarter.
  • Destination Wealth Management sold 10,100 PIMCO California Municipal Income Fund III shares in Q3 2016, an estimated $124K.
  • Destination Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q2 2016 and held it in 1 quarter.
  • Destination Wealth Management's PIMCO California Municipal Income Fund III position peaked at $124K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2016.

Based on Destination Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.