GSWM
PCM

Golden State Wealth Management’s PCM Fund PCM Stock Holding History

Golden State Wealth Management’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$2K – 692
2020
Q1 		$2K Buy
+200
New +$2.13K ﹤0.01% 871
2019
Q4 		– Sell
-200
Closed -$2K – 675
2019
Q3 		$2K Buy
+200
New +$2.23K ﹤0.01% 982

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Golden State Wealth Management's PCM Position: Q2 2020 in Review

Golden State Wealth Management sold out of PCM Fund (PCM) in Q2 2020, closing a stake of 200 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in PCM in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 22 funds tracked by Wall St. Rank hold PCM as of Q2 2020.

  • Golden State Wealth Management reported no remaining PCM Fund position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 200 PCM Fund shares in Q2 2020, an estimated $2K.
  • Golden State Wealth Management first reported a position in PCM Fund in Q3 2019 and held it in 2 quarters.
  • Golden State Wealth Management's PCM Fund position peaked at $2K in Q1 2020.
  • 22 funds tracked by Wall St. Rank held PCM Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.