JFA
PCQ

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

Other funds holding PCQ

GC
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Invesco
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IWC
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LPL Financial
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return