RFA
PCK

Resurgent Financial Advisors’s Pimco California Municipal Income Fund II PCK Stock Holding History

Resurgent Financial Advisors’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
2023
Q1 		– Sell
-50,645
Closed -$344K – 590
2022
Q4 		$344K Hold
50,645
– – 0.18% 129
2022
Q3 		$324K Hold
50,645
– – 0.22% 130
2022
Q2 		$347K Buy
+50,645
New +$355K 0.22% 120

Other funds holding PCK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Resurgent Financial Advisors's PCK Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Pimco California Municipal Income Fund II (PCK) in Q1 2023, closing a stake of 50,645 shares — an estimated $344K sold.

Resurgent Financial Advisors first reported a position in PCK in Q2 2022 and held it in 3 quarters. The position peaked at $347K in Q2 2022. 42 funds tracked by Wall St. Rank hold PCK as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Pimco California Municipal Income Fund II position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 50,645 Pimco California Municipal Income Fund II shares in Q1 2023, an estimated $344K.
  • Resurgent Financial Advisors first reported a position in Pimco California Municipal Income Fund II in Q2 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Pimco California Municipal Income Fund II position peaked at $347K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.