Northwestern Mutual Wealth Management
PZC

Northwestern Mutual Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Northwestern Mutual Wealth Management’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
2020
Q2 		– Sell
-2,649
Closed -$26K – 2624
2020
Q1 		$26K Buy
+2,649
New +$28.5K ﹤0.01% 1611
2018
Q4 		– Sell
-1,249
Closed -$13K – 2600
2018
Q3 		$13K Hold
1,249
– – ﹤0.01% 1844
2018
Q2 		$13K Buy
+1,249
New +$12.5K ﹤0.01% 1754
2013
Q4 		– Sell
-225
Closed -$2K – 1529
2013
Q3 		$2K Buy
+225
New +$2.13K ﹤0.01% 1208

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Northwestern Mutual Wealth Management's PZC Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q2 2020, closing a stake of 2,649 shares — an estimated $26K sold.

Northwestern Mutual Wealth Management first reported a position in PZC in Q3 2013 and held it in 4 quarters. The position peaked at $26K in Q1 2020. 28 funds tracked by Wall St. Rank hold PZC as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,649 PIMCO California Municipal Income Fund III shares in Q2 2020, an estimated $26K.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q3 2013 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's PIMCO California Municipal Income Fund III position peaked at $26K in Q1 2020.
  • 28 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.