IA
PZC

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

IFP 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
2019
Q1 		– Sell
-1,474
Closed -$14K – 3177
2018
Q4 		$14K Sell
1,474
-1,230
-45% -$11.9K ﹤0.01% 2334
2018
Q3 		$27K Buy
2,704
+18
+0.7% +$191 ﹤0.01% 2290
2018
Q2 		$28K Buy
2,686
+532
+25% +$5.3K ﹤0.01% 2272
2018
Q1 		$22K Hold
2,154
– – ﹤0.01% 2331
2017
Q4 		$22K Buy
2,154
+11
+0.5% +$116 ﹤0.01% 2364
2017
Q3 		$23K Buy
2,143
+12
+0.6% +$132 ﹤0.01% 2513
2017
Q2 		$27K Buy
2,131
+13
+0.6% +$161 ﹤0.01% 2401
2017
Q1 		$25K Buy
2,118
+13
+0.6% +$152 ﹤0.01% 2358
2016
Q4 		$24K Buy
2,105
+107
+5% +$1.25K ﹤0.01% 2334
2016
Q3 		$26K Buy
1,998
+30
+2% +$382 ﹤0.01% 2246
2016
Q2 		$24K Buy
+1,968
New +$23.6K ﹤0.01% 2236
2016
Q1 		– Sell
-2,452
Closed -$29K – 3189
2015
Q4 		$29K Buy
+2,452
New +$27.8K ﹤0.01% 1949

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's PZC Position: Q1 2019 in Review

IFP Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2019, closing a stake of 1,474 shares — an estimated $14K sold.

IFP Advisors first reported a position in PZC in Q4 2015 and held it in 12 quarters. The position peaked at $29K in Q4 2015. 21 funds tracked by Wall St. Rank hold PZC as of Q1 2019.

  • IFP Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 1,474 PIMCO California Municipal Income Fund III shares in Q1 2019, an estimated $14K.
  • IFP Advisors first reported a position in PIMCO California Municipal Income Fund III in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's PIMCO California Municipal Income Fund III position peaked at $29K in Q4 2015.
  • 21 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.