FAIM
PCQ

Financial Advocates Investment Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-20,200
Closed -$168K – 770
2023
Q3 		$168K Buy
+20,200
New +$193K 0.01% 663

Other funds holding PCQ

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Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Financial Advocates Investment Management's PCQ Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2023, closing a stake of 20,200 shares — an estimated $168K sold.

Financial Advocates Investment Management first reported a position in PCQ in Q3 2023 and held it in 1 quarter. The position peaked at $168K in Q3 2023. 53 funds tracked by Wall St. Rank hold PCQ as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Pimco California Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,200 Pimco California Municipal Income Fund shares in Q4 2023, an estimated $168K.
  • Financial Advocates Investment Management first reported a position in Pimco California Municipal Income Fund in Q3 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's Pimco California Municipal Income Fund position peaked at $168K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.