IA
PCQ

IFP Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

IFP Advisors’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
Q4 		– Sell
-6,066
Closed -$97K – 3778
2018
Q3 		$97K Hold
6,066
– – ﹤0.01% 1486
2018
Q2 		$103K Sell
6,066
-990
-14% -$15.6K ﹤0.01% 1464
2018
Q1 		$122K Hold
7,056
– – 0.01% 1269
2017
Q4 		$122K Sell
7,056
-3,743
-35% -$64.6K 0.01% 1278
2017
Q3 		$186K Hold
10,799
– – 0.01% 1188
2017
Q2 		$183K Buy
10,799
+470
+5% +$7.88K 0.01% 1175
2017
Q1 		$168K Sell
10,329
-585
-5% -$9.44K 0.01% 1206
2016
Q4 		$171K Buy
10,914
+4,535
+71% +$70.9K 0.01% 1132
2016
Q3 		$107K Buy
6,379
+146
+2% +$2.5K 0.01% 1321
2016
Q2 		$106K Buy
+6,233
New +$104K 0.01% 1303
2016
Q1 		– Sell
-433
Closed -$7K – 3108
2015
Q4 		$7K Buy
+433
New +$6.74K ﹤0.01% 2779

Other funds holding PCQ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFP Advisors's PCQ Position: Q4 2018 in Review

IFP Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2018, closing a stake of 6,066 shares — an estimated $97K sold.

IFP Advisors first reported a position in PCQ in Q4 2015 and held it in 11 quarters. The position peaked at $186K in Q3 2017. 25 funds tracked by Wall St. Rank hold PCQ as of Q4 2018.

  • IFP Advisors reported no remaining Pimco California Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 6,066 Pimco California Municipal Income Fund shares in Q4 2018, an estimated $97K.
  • IFP Advisors first reported a position in Pimco California Municipal Income Fund in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Pimco California Municipal Income Fund position peaked at $186K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.