EE
PCQ

EWG Elevate’s Pimco California Municipal Income Fund PCQ Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-9,679
Closed -$146K – 564
2022
Q4 		$146K Buy
+9,679
New +$145K 0.07% 88

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ACA
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RCG
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RCM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

EWG Elevate's PCQ Position: Q1 2023 in Review

EWG Elevate sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2023, closing a stake of 9,679 shares — an estimated $146K sold.

EWG Elevate first reported a position in PCQ in Q4 2022 and held it in 1 quarter. The position peaked at $146K in Q4 2022. 36 funds tracked by Wall St. Rank hold PCQ as of Q1 2023.

  • EWG Elevate reported no remaining Pimco California Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 9,679 Pimco California Municipal Income Fund shares in Q1 2023, an estimated $146K.
  • EWG Elevate first reported a position in Pimco California Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Pimco California Municipal Income Fund position peaked at $146K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.