EWM
PCQ

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

Empirical 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
2022
Q1 		– Sell
-12,000
Closed -$223K – 537
2021
Q4 		$223K Buy
+12,000
New +$229K 0.01% 476

Other funds holding PCQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $256M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empirical Wealth Management's PCQ Position: Q1 2022 in Review

Empirical Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2022, closing a stake of 12,000 shares — an estimated $223K sold.

Empirical Wealth Management first reported a position in PCQ in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 26 funds tracked by Wall St. Rank hold PCQ as of Q1 2022.

  • Empirical Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 12,000 Pimco California Municipal Income Fund shares in Q1 2022, an estimated $223K.
  • Empirical Wealth Management first reported a position in Pimco California Municipal Income Fund in Q4 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Pimco California Municipal Income Fund position peaked at $223K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.