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

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,600	Closed	-$30K	–	829
2021 Q3	$30K	Hold	1,600	–	–	0.01%	538
2021 Q2	$30K	Hold	1,600	–	–	0.01%	418
2021 Q1	$29K	Hold	1,600	–	–	0.01%	390
2020 Q4	$29K	Hold	1,600	–	–	0.01%	387
2020 Q3	$28K	Hold	1,600	–	–	0.02%	342
2020 Q2	$26K	Hold	1,600	–	–	0.02%	339
2020 Q1	$25K	Hold	1,600	–	–	0.02%	319
2019 Q4	$32K	Hold	1,600	–	–	0.03%	331
2019 Q3	$31K	Hold	1,600	–	–	0.03%	318
2019 Q2	$30K	Hold	1,600	–	–	0.03%	341
2019 Q1	$28K	Hold	1,600	–	–	0.02%	294
2018 Q4	$25K	Buy	+1,600	New	+$25K	0.02%	293

Other funds holding PCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Liberty Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2021, closing a stake of 1,600 shares — an estimated $30K sold.

Liberty Wealth Management first reported a position in PCQ in Q4 2018 and held it in 12 quarters. The position peaked at $32K in Q4 2019. 27 funds tracked by Wall St. Rank hold PCQ as of Q4 2021.

Liberty Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,600 Pimco California Municipal Income Fund shares in Q4 2021, an estimated $30K.
Liberty Wealth Management first reported a position in Pimco California Municipal Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Pimco California Municipal Income Fund position peaked at $32K in Q4 2019.
27 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2021.

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