HFA
PCK

Hoover Financial Advisors’s Pimco California Municipal Income Fund II PCK Stock Holding History

Hoover Financial Advisors’s Portfolio PCK Stock Details PCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$252K Hold
26,235
– – 0.04% 115
2021
Q1 		$243K Hold
26,235
– – 0.05% 107
2020
Q4 		$236K Buy
+26,235
New +$239K 0.06% 96

Other funds holding PCK

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hoover Financial Advisors's PCK Position: Q2 2021 in Review

Hoover Financial Advisors held its Pimco California Municipal Income Fund II (PCK) position steady in Q2 2021 at 26,235 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #115.

Hoover Financial Advisors first reported a position in PCK in Q4 2020 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold PCK as of Q2 2021.

  • Hoover Financial Advisors held 26,235 shares of Pimco California Municipal Income Fund II worth $252K as of Q2 2021.
  • Hoover Financial Advisors left its Pimco California Municipal Income Fund II share count unchanged in Q2 2021.
  • Pimco California Municipal Income Fund II made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #115 holding.
  • Hoover Financial Advisors first reported a position in Pimco California Municipal Income Fund II in Q4 2020 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.