IAA
PCQ

Independent Advisor Alliance’s Pimco California Municipal Income Fund PCQ Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-20,734
Closed -$412K – 720
2019
Q4 		$412K Buy
+20,734
New +$415K 0.02% 579

Other funds holding PCQ

Morgan Stanley
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $256M AUM 22.19% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's PCQ Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2020, closing a stake of 20,734 shares — an estimated $412K sold.

Independent Advisor Alliance first reported a position in PCQ in Q4 2019 and held it in 1 quarter. The position peaked at $412K in Q4 2019. 30 funds tracked by Wall St. Rank hold PCQ as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Pimco California Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,734 Pimco California Municipal Income Fund shares in Q1 2020, an estimated $412K.
  • Independent Advisor Alliance first reported a position in Pimco California Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Pimco California Municipal Income Fund position peaked at $412K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.