Kiley Juergens Wealth Management’s Pimco California Municipal Income Fund II PCK Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PCK Stock Details PCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,000	Closed	-$234K	–	69
2021 Q4	$234K	Hold	25,000	–	–	0.09%	71
2021 Q3	$240K	Hold	25,000	–	–	0.11%	66
2021 Q2	$240K	Hold	25,000	–	–	0.11%	63
2021 Q1	$226K	Hold	25,000	–	–	0.12%	58
2020 Q4	$225K	Hold	25,000	–	–	0.13%	52
2020 Q3	$233K	Hold	25,000	–	–	0.17%	45
2020 Q2	$220K	Hold	25,000	–	–	0.18%	46
2020 Q1	$211K	Hold	25,000	–	–	0.22%	43
2019 Q4	$250K	Hold	25,000	–	–	0.22%	42
2019 Q3	$244K	Hold	25,000	–	–	0.27%	40
2019 Q2	$241K	Hold	25,000	–	–	0.27%	40
2019 Q1	$225K	Buy	+25,000	New	+$212K	0.28%	37
2018 Q4	–	Sell	-25,000	Closed	-$209K	–	467
2018 Q3	$209K	Hold	25,000	–	–	0.16%	94
2018 Q2	$207K	Hold	25,000	–	–	0.18%	78
2018 Q1	$205K	Hold	25,000	–	–	0.22%	76
2017 Q4	$254K	Buy	+25,000	New	+$253K	0.23%	68

Other funds holding PCK

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kiley Juergens Wealth Management's PCK Position: Q1 2022 in Review

Kiley Juergens Wealth Management sold out of Pimco California Municipal Income Fund II (PCK) in Q1 2022, closing a stake of 25,000 shares — an estimated $234K sold.

Kiley Juergens Wealth Management first reported a position in PCK in Q4 2017 and held it in 16 quarters. The position peaked at $254K in Q4 2017. 31 funds tracked by Wall St. Rank hold PCK as of Q1 2022.

Kiley Juergens Wealth Management reported no remaining Pimco California Municipal Income Fund II position as of Q1 2022 after selling out during the quarter.
Kiley Juergens Wealth Management sold 25,000 Pimco California Municipal Income Fund II shares in Q1 2022, an estimated $234K.
Kiley Juergens Wealth Management first reported a position in Pimco California Municipal Income Fund II in Q4 2017 and held it in 16 quarters.
Kiley Juergens Wealth Management's Pimco California Municipal Income Fund II position peaked at $254K in Q4 2017.
31 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q1 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.