SWRP
PCQ

Summit Wealth & Retirement Planning’s Pimco California Municipal Income Fund PCQ Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-12,252
Closed -$191K – 115
2020
Q1 		$191K Buy
+12,252
New +$219K 0.1% 106

Other funds holding PCQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth & Retirement Planning's PCQ Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2020, closing a stake of 12,252 shares — an estimated $191K sold.

Summit Wealth & Retirement Planning first reported a position in PCQ in Q1 2020 and held it in 1 quarter. The position peaked at $191K in Q1 2020. 28 funds tracked by Wall St. Rank hold PCQ as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining Pimco California Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 12,252 Pimco California Municipal Income Fund shares in Q2 2020, an estimated $191K.
  • Summit Wealth & Retirement Planning first reported a position in Pimco California Municipal Income Fund in Q1 2020 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Pimco California Municipal Income Fund position peaked at $191K in Q1 2020.
  • 28 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.