RIA
PZC

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

Realta Investment 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
2020
Q1 		– Sell
-1,108
Closed -$13K – 1129
2019
Q4 		$13K Buy
1,108
+8
+0.7% +$91 ﹤0.01% 1066
2019
Q3 		$12K Buy
+1,100
New +$12.4K ﹤0.01% 1069

Other funds holding PZC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's PZC Position: Q1 2020 in Review

Realta Investment Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2020, closing a stake of 1,108 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in PZC in Q3 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 25 funds tracked by Wall St. Rank hold PZC as of Q1 2020.

  • Realta Investment Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,108 PIMCO California Municipal Income Fund III shares in Q1 2020, an estimated $13K.
  • Realta Investment Advisors first reported a position in PIMCO California Municipal Income Fund III in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's PIMCO California Municipal Income Fund III position peaked at $13K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.