Liberty Wealth Management LLC Pimco California Municipal Income Fund Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$18.5 - $19.9 $29,600 - $31,839	-1,600 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$17.92 - $19.08 $517,529 - $551,030	-28,880 Reduced 94.75%	1,600 $30,000
Q2 2021 Aug 13, 2021	BUY	$17.92 - $19.08 $517,529 - $551,030	28,880 Added 1805.0%	30,480 $1.6 Million
Q4 2018 Mar 26, 2019	BUY	$14.66 - $16.56 $23,456 - $26,495	1,600 New	1,600 $25,000

Others Institutions Holding PCQ

# of Institutions

47

Shares Held

3.69M

Call Options Held

0

Put Options Held

0

Guggenheim Capital LLC Chicago, IL

386K
Shares

$3.63 Million
0.03% of portfolio
Fiera Capital Corp Montreal, A8

329K
Shares

$3.09 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

288K
Shares

$2.7 Million
0.05% of portfolio
Morgan Stanley New York, NY

251K
Shares

$2.35 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

235K
Shares

$2.21 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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