HighTower Advisors
PZC

HighTower Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

HighTower Advisors’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,500
Closed -$128K – 3632
2021
Q4 		$128K Buy
+11,500
New +$125K ﹤0.01% 2883

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

HighTower Advisors's PZC Position: Q1 2022 in Review

HighTower Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2022, closing a stake of 11,500 shares — an estimated $128K sold.

HighTower Advisors first reported a position in PZC in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 27 funds tracked by Wall St. Rank hold PZC as of Q1 2022.

  • HighTower Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2022 after selling out during the quarter.
  • HighTower Advisors sold 11,500 PIMCO California Municipal Income Fund III shares in Q1 2022, an estimated $128K.
  • HighTower Advisors first reported a position in PIMCO California Municipal Income Fund III in Q4 2021 and held it in 1 quarter.
  • HighTower Advisors's PIMCO California Municipal Income Fund III position peaked at $128K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.