Hcr Wealth Advisors Pimco California Municipal Income Fund Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$17.69 - $19.1 $376,797 - $406,830	-21,300 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$14.8 - $17.0 $25,900 - $29,750	1,750 Added 8.95%	21,300 $338,000
Q4 2019 Feb 07, 2020	BUY	$19.62 - $20.66 $9,810 - $10,330	500 Added 2.62%	19,550 $388,000
Q2 2019 Jul 25, 2019	BUY	$17.92 - $19.37 $48,384 - $52,299	2,700 Added 16.51%	19,050 $356,000
Q1 2019 May 10, 2019	BUY	$16.27 - $18.0 $16,270 - $18,000	1,000 Added 6.51%	16,350 $293,000
Q4 2018 Jan 31, 2019	BUY	$14.66 - $16.56 $7,330 - $8,280	500 Added 3.37%	15,350 $248,000
Q3 2018 Nov 09, 2018	BUY	$15.93 - $17.28 $31,860 - $34,560	2,000 Added 15.56%	14,850 $218,000
Q2 2017 Aug 16, 2017	BUY	N/A	12,850	12,850 $218,000

Others Institutions Holding PCQ

# of Institutions

52

Shares Held

3.56M

Call Options Held

0

Put Options Held

0

Guggenheim Capital LLC Chicago, IL

420K
Shares

$3.88 Million
0.03% of portfolio
Advisors Asset Management, Inc. Monument, CO

404K
Shares

$3.73 Million
0.08% of portfolio
Morgan Stanley New York, NY

340K
Shares

$3.15 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

330K
Shares

$3.05 Million
0.18% of portfolio
Hennion & Walsh Asset Management, Inc.

227K
Shares

$2.1 Million
0.11% of portfolio

About PIMCO CALIFORNIA MUNICIPAL INCOME FUND

Ticker PCQ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO California Municipal Income Fund 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 of the United States. It seeks to invest in stocks of companies operating across diversifi...

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