Lido Advisors
PZC

Lido Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Lido Advisors’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
2023
Q2 		– Sell
-10,000
Closed -$77.6K – 1287
2023
Q1 		$77.6K Buy
+10,000
New +$78.4K ﹤0.01% 1093

Other funds holding PZC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Lido Advisors's PZC Position: Q2 2023 in Review

Lido Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q2 2023, closing a stake of 10,000 shares — an estimated $77.6K sold.

Lido Advisors first reported a position in PZC in Q1 2023 and held it in 1 quarter. The position peaked at $77.6K in Q1 2023. 27 funds tracked by Wall St. Rank hold PZC as of Q2 2023.

  • Lido Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 10,000 PIMCO California Municipal Income Fund III shares in Q2 2023, an estimated $77.6K.
  • Lido Advisors first reported a position in PIMCO California Municipal Income Fund III in Q1 2023 and held it in 1 quarter.
  • Lido Advisors's PIMCO California Municipal Income Fund III position peaked at $77.6K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.