Truist Financial
PCK

Truist Financial’s Pimco California Municipal Income Fund II PCK Stock Holding History

Truist Financial’s Portfolio PCK Stock Details PCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-88,259
Closed -$779K – 2523
2020
Q2 		$779K Hold
88,259
– – ﹤0.01% 1401
2020
Q1 		$746K Buy
88,259
+1,000
+1% +$9.42K ﹤0.01% 1379
2019
Q4 		$873K Buy
+87,259
New +$869K ﹤0.01% 1508

Other funds holding PCK

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BCWM
Blue Chip Wealth Management Miami Beach, Florida $127M AUM 40.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial's PCK Position: Q3 2020 in Review

Truist Financial sold out of Pimco California Municipal Income Fund II (PCK) in Q3 2020, closing a stake of 88,259 shares — an estimated $779K sold.

Truist Financial first reported a position in PCK in Q4 2019 and held it in 3 quarters. The position peaked at $873K in Q4 2019. 37 funds tracked by Wall St. Rank hold PCK as of Q3 2020.

  • Truist Financial reported no remaining Pimco California Municipal Income Fund II position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 88,259 Pimco California Municipal Income Fund II shares in Q3 2020, an estimated $779K.
  • Truist Financial first reported a position in Pimco California Municipal Income Fund II in Q4 2019 and held it in 3 quarters.
  • Truist Financial's Pimco California Municipal Income Fund II position peaked at $873K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.