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Safeguard Investment Advisory Group’s Pimco California Municipal Income Fund PCQ Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-5,464
Closed -$98K – 514
2020
Q4 		$98K Buy
+5,464
New +$96.9K 0.09% 119

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Safeguard Investment Advisory Group's PCQ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2021, closing a stake of 5,464 shares — an estimated $98K sold.

Safeguard Investment Advisory Group first reported a position in PCQ in Q4 2020 and held it in 1 quarter. The position peaked at $98K in Q4 2020. 26 funds tracked by Wall St. Rank hold PCQ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Pimco California Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5,464 Pimco California Municipal Income Fund shares in Q1 2021, an estimated $98K.
  • Safeguard Investment Advisory Group first reported a position in Pimco California Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Pimco California Municipal Income Fund position peaked at $98K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.