WA
PCK

WFG Advisors’s Pimco California Municipal Income Fund II PCK Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-5,750
Closed -$52K – 2164
2013
Q4 		$52K Hold
5,750
– – 0.01% 990
2013
Q3 		$52K Hold
5,750
– – 0.01% 914
2013
Q2 		$57K Buy
+5,750
New +$61.1K 0.01% 836

Other funds holding PCK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's PCK Position: Q1 2014 in Review

WFG Advisors sold out of Pimco California Municipal Income Fund II (PCK) in Q1 2014, closing a stake of 5,750 shares — an estimated $52K sold.

WFG Advisors first reported a position in PCK in Q2 2013 and held it in 3 quarters. The position peaked at $57K in Q2 2013. 20 funds tracked by Wall St. Rank hold PCK as of Q1 2014.

  • WFG Advisors reported no remaining Pimco California Municipal Income Fund II position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 5,750 Pimco California Municipal Income Fund II shares in Q1 2014, an estimated $52K.
  • WFG Advisors first reported a position in Pimco California Municipal Income Fund II in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Pimco California Municipal Income Fund II position peaked at $57K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund II as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.