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

Northwestern Mutual 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
2013
Q4 		– Sell
-225
Closed -$3K – 1519
2013
Q3 		$3K Buy
+225
New +$2.92K ﹤0.01% 1111

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IWC
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U
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VHAM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFSIG
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Wells Fargo
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Northwestern Mutual Wealth Management's PCQ Position: Q4 2013 in Review

Northwestern Mutual Wealth Management sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2013, closing a stake of 225 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in PCQ in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 19 funds tracked by Wall St. Rank hold PCQ as of Q4 2013.

  • Northwestern Mutual Wealth Management reported no remaining Pimco California Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 225 Pimco California Municipal Income Fund shares in Q4 2013, an estimated $3K.
  • Northwestern Mutual Wealth Management first reported a position in Pimco California Municipal Income Fund in Q3 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Pimco California Municipal Income Fund position peaked at $3K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.