GBBWRPM
PCQ

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q1 		– Sell
-1
Closed -$1K – 451
2017
Q4 		$1K Sell
1
-244
-100% -$4.21K ﹤0.01% 251
2017
Q3 		$4K Buy
+245
New +$4.18K ﹤0.01% 344

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WAM
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UBS Group
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AG
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Commonwealth Equity Services
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SMFS
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PCQ Position: Q1 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2018, closing a stake of 1 share — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PCQ in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 22 funds tracked by Wall St. Rank hold PCQ as of Q1 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Pimco California Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1 Pimco California Municipal Income Fund share in Q1 2018, an estimated $1K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Pimco California Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Pimco California Municipal Income Fund position peaked at $4K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2018, filed 25 Apr 2018.