SteelPeak Wealth’s Pimco California Municipal Income Fund PCQ Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-10,448	Closed	-$207K	–	286
2019 Q4	$207K	Buy	+10,448	New	+$209K	0.03%	231

Other funds holding PCQ

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

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

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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $256M AUM 22.19% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FAAS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SteelPeak Wealth's PCQ Position: Q1 2020 in Review

SteelPeak Wealth sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2020, closing a stake of 10,448 shares — an estimated $207K sold.

SteelPeak Wealth first reported a position in PCQ in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 30 funds tracked by Wall St. Rank hold PCQ as of Q1 2020.

SteelPeak Wealth reported no remaining Pimco California Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
SteelPeak Wealth sold 10,448 Pimco California Municipal Income Fund shares in Q1 2020, an estimated $207K.
SteelPeak Wealth first reported a position in Pimco California Municipal Income Fund in Q4 2019 and held it in 1 quarter.
SteelPeak Wealth's Pimco California Municipal Income Fund position peaked at $207K in Q4 2019.
30 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.