Squar Milner Financial Services’s Pimco California Municipal Income Fund PCQ Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-24,946	Closed	-$399K	–	140
2020 Q2	$399K	Hold	24,946	–	–	0.23%	122
2020 Q1	$389K	Hold	24,946	–	–	0.23%	95
2019 Q4	$495K	Hold	24,946	–	–	0.25%	88
2019 Q3	$442K	Hold	24,946	–	–	0.23%	113
2019 Q2	$466K	Hold	24,946	–	–	0.31%	72
2019 Q1	$447K	Hold	24,946	–	–	0.33%	67
2018 Q4	$403K	Hold	24,946	–	–	0.39%	62
2018 Q3	$397K	Hold	24,946	–	–	0.36%	66
2018 Q2	$423K	Hold	24,946	–	–	0.37%	64
2018 Q1	$367K	Hold	24,946	–	–	0.46%	68
2017 Q4	$397K	Buy	+24,946	New	+$430K	0.48%	69

Other funds holding PCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Squar Milner Financial Services's PCQ Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Pimco California Municipal Income Fund (PCQ) in Q3 2020, closing a stake of 24,946 shares — an estimated $399K sold.

Squar Milner Financial Services first reported a position in PCQ in Q4 2017 and held it in 11 quarters. The position peaked at $495K in Q4 2019. 31 funds tracked by Wall St. Rank hold PCQ as of Q3 2020.

Squar Milner Financial Services reported no remaining Pimco California Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 24,946 Pimco California Municipal Income Fund shares in Q3 2020, an estimated $399K.
Squar Milner Financial Services first reported a position in Pimco California Municipal Income Fund in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Pimco California Municipal Income Fund position peaked at $495K in Q4 2019.
31 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.