Coastal Investment Advisors, Inc. Pimco California Municipal Income Fund Iii Transaction History

Coastal Investment Advisors, Inc.

$504 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	$7.35 - $11.54 $8,143 - $12,786	-1,108 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$11.2 - $11.64 $89 - $93	8 Added 0.73%	1,108 $13,000
Q3 2019 Oct 18, 2019	BUY	$10.58 - $11.52 $11,638 - $12,672	1,100 New	1,100 $12,000

Others Institutions Holding PZC

# of Institutions

27

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

Guggenheim Capital LLC Chicago, IL

517K
Shares

$3.91 Million
0.03% of portfolio
Advisors Asset Management, Inc. Monument, CO

516K
Shares

$3.9 Million
0.07% of portfolio
Hennion & Walsh Asset Management, Inc.

395K
Shares

$2.99 Million
0.15% of portfolio
Ubs Group Ag

312K
Shares

$2.36 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

118K
Shares

$889,042
0.04% of portfolio

About PIMCO CALIFORNIA MUNICIPAL INCOME FUND III

Ticker PZC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO California Municipal Income Fund III is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets. It seeks to invest in stocks of companies operating across diversified sectors. Its in...

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