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

JNBA Financial 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
2013
Q3 		– Sell
-2,600
Closed -$37K – 439
2013
Q2 		$37K Buy
+2,600
New +$39.1K 0.03% 163

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IWC
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LPL Financial
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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

JNBA Financial Advisors's PCQ Position: Q3 2013 in Review

JNBA Financial Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2013, closing a stake of 2,600 shares — an estimated $37K sold.

JNBA Financial Advisors first reported a position in PCQ in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 18 funds tracked by Wall St. Rank hold PCQ as of Q3 2013.

  • JNBA Financial Advisors reported no remaining Pimco California Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,600 Pimco California Municipal Income Fund shares in Q3 2013, an estimated $37K.
  • JNBA Financial Advisors first reported a position in Pimco California Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • JNBA Financial Advisors's Pimco California Municipal Income Fund position peaked at $37K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2013.

Based on JNBA Financial Advisors's 13F filing for Q3 2013, filed 16 Oct 2013.