DAS
PCQ

Dynamic Advisor Solutions’s Pimco California Municipal Income Fund PCQ Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-214,755
Closed -$2.02M – 983
2024
Q2 		$2.02M Hold
214,755
– – 0.06% 289
2024
Q1 		$2.01M Hold
214,755
– – 0.07% 296
2023
Q4 		$2M Buy
+214,755
New +$1.91M 0.07% 285

Other funds holding PCQ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Dynamic Advisor Solutions's PCQ Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2024, closing a stake of 214,755 shares — an estimated $2.02M sold.

Dynamic Advisor Solutions first reported a position in PCQ in Q4 2023 and held it in 3 quarters. The position peaked at $2.02M in Q2 2024. 50 funds tracked by Wall St. Rank hold PCQ as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Pimco California Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 214,755 Pimco California Municipal Income Fund shares in Q3 2024, an estimated $2.02M.
  • Dynamic Advisor Solutions first reported a position in Pimco California Municipal Income Fund in Q4 2023 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Pimco California Municipal Income Fund position peaked at $2.02M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.