MIAN
PCK

Mariner Independent Advisor Network’s Pimco California Municipal Income Fund II PCK Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-16,466
Closed -$158K – 511
2021
Q2 		$158K Buy
+16,466
New +$152K 0.01% 493

Other funds holding PCK

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
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

Mariner Independent Advisor Network's PCK Position: Q3 2021 in Review

Mariner Independent Advisor Network sold out of Pimco California Municipal Income Fund II (PCK) in Q3 2021, closing a stake of 16,466 shares — an estimated $158K sold.

Mariner Independent Advisor Network first reported a position in PCK in Q2 2021 and held it in 1 quarter. The position peaked at $158K in Q2 2021. 33 funds tracked by Wall St. Rank hold PCK as of Q3 2021.

  • Mariner Independent Advisor Network reported no remaining Pimco California Municipal Income Fund II position as of Q3 2021 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 16,466 Pimco California Municipal Income Fund II shares in Q3 2021, an estimated $158K.
  • Mariner Independent Advisor Network first reported a position in Pimco California Municipal Income Fund II in Q2 2021 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Pimco California Municipal Income Fund II position peaked at $158K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q3 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2021, filed 17 Nov 2021.