WTC
PZC

WhitTier Trust Company’s PIMCO California Municipal Income Fund III PZC Stock Holding History

WhitTier Trust Company’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-34,000
Closed -$362K – 998
2020
Q3 		$362K Buy
+34,000
New +$360K 0.02% 340

Other funds holding PZC

GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WhitTier Trust Company's PZC Position: Q4 2020 in Review

WhitTier Trust Company sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2020, closing a stake of 34,000 shares — an estimated $362K sold.

WhitTier Trust Company first reported a position in PZC in Q3 2020 and held it in 1 quarter. The position peaked at $362K in Q3 2020. 31 funds tracked by Wall St. Rank hold PZC as of Q4 2020.

  • WhitTier Trust Company reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2020 after selling out during the quarter.
  • WhitTier Trust Company sold 34,000 PIMCO California Municipal Income Fund III shares in Q4 2020, an estimated $362K.
  • WhitTier Trust Company first reported a position in PIMCO California Municipal Income Fund III in Q3 2020 and held it in 1 quarter.
  • WhitTier Trust Company's PIMCO California Municipal Income Fund III position peaked at $362K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2020.

Based on WhitTier Trust Company's 13F filing for Q4 2020, filed 29 Jan 2021.