Ifp Advisors, Inc Pimco California Municipal Income Fund Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 23, 2019	SELL	$14.66 - $16.56 $88,927 - $100,452	-6,066 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$14.67 - $16.96 $14,523 - $16,790	-990 Reduced 14.03%	6,066 $0
Q1 2018 Jun 03, 2019	BUY	$14.44 - $17.51 $57,615 - $69,864	3,990 Added 130.14%	7,056 $122,000
Q1 2018 May 09, 2018	SELL	$14.44 - $17.51 $57,615 - $69,864	-3,990 Reduced 56.55%	3,066 $0
Q4 2017 Jan 24, 2018	SELL	$17.05 - $17.58 $63,818 - $65,801	-3,743 Reduced 34.66%	7,056 $0
Q2 2017 Jun 03, 2019	BUY	N/A	470 Added 4.55%	10,799 $183,000
Q1 2017 Jun 03, 2019	SELL	N/A	-585 Reduced 5.36%	10,329 $168,000
Q4 2016 Jun 03, 2019	BUY	N/A	4,681 Added 75.1%	10,914 $171,000
Q2 2016 Jun 03, 2019	BUY	N/A	6,233	6,233 $106,000

Others Institutions Holding PCQ

# of Institutions

57

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Hennion & Walsh Asset Management, Inc.

1.06M
Shares

$9.41 Million
0.36% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

815K
Shares

$7.23 Million
0.54% of portfolio
Advisors Asset Management, Inc. Monument, CO

427K
Shares

$3.79 Million
0.07% of portfolio
Guggenheim Capital LLC Chicago, IL

424K
Shares

$3.76 Million
0.03% of portfolio
Morgan Stanley New York, NY

345K
Shares

$3.06 Million
0.0% 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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