LWM
PCK

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

Liberty 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
2021
Q4 		– Sell
-4,176
Closed -$40K – 827
2021
Q3 		$40K Hold
4,176
– – 0.01% 468
2021
Q2 		$40K Buy
+4,176
New +$38.6K 0.02% 370

Other funds holding PCK

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AAM
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EW
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AWM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Liberty Wealth Management's PCK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Pimco California Municipal Income Fund II (PCK) in Q4 2021, closing a stake of 4,176 shares — an estimated $40K sold.

Liberty Wealth Management first reported a position in PCK in Q2 2021 and held it in 2 quarters. The position peaked at $40K in Q3 2021. 28 funds tracked by Wall St. Rank hold PCK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Pimco California Municipal Income Fund II position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,176 Pimco California Municipal Income Fund II shares in Q4 2021, an estimated $40K.
  • Liberty Wealth Management first reported a position in Pimco California Municipal Income Fund II in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Pimco California Municipal Income Fund II position peaked at $40K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.