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

Tiedemann 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
2017 Q4	–	Sell	-72,024	Closed	-$1.21M	–	310
2017 Q3	$1.21M	Sell	72,024 -3,148	-4%	-$53.7K	0.11%	133
2017 Q2	$1.28M	Buy	75,172 +1,033	+1%	+$17.3K	0.09%	175
2017 Q1	$1.21M	Buy	74,139 +1,060	+1%	+$17.1K	0.1%	162
2016 Q4	$1.15M	Buy	+73,079	New	+$1.14M	0.11%	132

Other funds holding PCQ

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiedemann Advisors's PCQ Position: Q4 2017 in Review

Tiedemann Advisors sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2017, closing a stake of 72,024 shares — an estimated $1.21M sold.

Tiedemann Advisors first reported a position in PCQ in Q4 2016 and held it in 4 quarters. The position peaked at $1.28M in Q2 2017. 20 funds tracked by Wall St. Rank hold PCQ as of Q4 2017.

Tiedemann Advisors reported no remaining Pimco California Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
Tiedemann Advisors sold 72,024 Pimco California Municipal Income Fund shares in Q4 2017, an estimated $1.21M.
Tiedemann Advisors first reported a position in Pimco California Municipal Income Fund in Q4 2016 and held it in 4 quarters.
Tiedemann Advisors's Pimco California Municipal Income Fund position peaked at $1.28M in Q2 2017.
20 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.