KC
PZC

Knuff & Co’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Knuff & Co’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
-5,400
Closed -$57K – 175
2020
Q3 		$57K Hold
5,400
– – 0.03% 116
2020
Q2 		$54K Buy
+5,400
New +$52.6K 0.03% 107

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $497M AUM 16.31% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Knuff & Co's PZC Position: Q4 2020 in Review

Knuff & Co sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2020, closing a stake of 5,400 shares — an estimated $57K sold.

Knuff & Co first reported a position in PZC in Q2 2020 and held it in 2 quarters. The position peaked at $57K in Q3 2020. 31 funds tracked by Wall St. Rank hold PZC as of Q4 2020.

  • Knuff & Co reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2020 after selling out during the quarter.
  • Knuff & Co sold 5,400 PIMCO California Municipal Income Fund III shares in Q4 2020, an estimated $57K.
  • Knuff & Co first reported a position in PIMCO California Municipal Income Fund III in Q2 2020 and held it in 2 quarters.
  • Knuff & Co's PIMCO California Municipal Income Fund III position peaked at $57K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2020.

Based on Knuff & Co's 13F filing for Q4 2020, filed 3 Feb 2021.