SQA
PCQ

Simon Quick Advisors’s Pimco California Municipal Income Fund PCQ Stock Holding History

Simon Quick Advisors’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
2024
Q2 		– Sell
-10,307
Closed -$96.5K – 436
2024
Q1 		$96.5K Buy
+10,307
New +$96.8K 0.01% 412

Other funds holding PCQ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simon Quick Advisors's PCQ Position: Q2 2024 in Review

Simon Quick Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2024, closing a stake of 10,307 shares — an estimated $96.5K sold.

Simon Quick Advisors first reported a position in PCQ in Q1 2024 and held it in 1 quarter. The position peaked at $96.5K in Q1 2024. 47 funds tracked by Wall St. Rank hold PCQ as of Q2 2024.

  • Simon Quick Advisors reported no remaining Pimco California Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 10,307 Pimco California Municipal Income Fund shares in Q2 2024, an estimated $96.5K.
  • Simon Quick Advisors first reported a position in Pimco California Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • Simon Quick Advisors's Pimco California Municipal Income Fund position peaked at $96.5K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.