JWCA
PZC

J.W. Cole Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

J.W. Cole 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
2020
Q4 		– Sell
-16,000
Closed -$170K – 832
2020
Q3 		$170K Buy
+16,000
New +$169K 0.01% 689

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.W. Cole Advisors's PZC Position: Q4 2020 in Review

J.W. Cole Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2020, closing a stake of 16,000 shares — an estimated $170K sold.

J.W. Cole Advisors first reported a position in PZC in Q3 2020 and held it in 1 quarter. The position peaked at $170K in Q3 2020. 31 funds tracked by Wall St. Rank hold PZC as of Q4 2020.

  • J.W. Cole Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,000 PIMCO California Municipal Income Fund III shares in Q4 2020, an estimated $170K.
  • J.W. Cole Advisors first reported a position in PIMCO California Municipal Income Fund III in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's PIMCO California Municipal Income Fund III position peaked at $170K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.