LWM
PCQ

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $232M AUM 16.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return