Pimco California Municipa Ii
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 8 superinvestors own shares of Pimco California Municipa Ii (PCK), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Pimco California Municipa Ii (PCK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Pimco California Municipa Ii (PCK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Pimco California Municipa Ii (PCK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.17% | $3.57M 624,074 shares@ 5.72 avg price | Increased 13.82% |
Lois Beckmen@Riverbridge Partners Llc
| 0.01% | $650,101 113,654 shares@ 5.73 avg price | Decreased -1.76% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $126,668 20,170 shares@ 6.29 avg price | |
Benjamin S. Littman@Pure Financial Advisors, Llc
| 0.01% | $110,894 19,387 shares@ 5.73 avg price | |
Steven Pisano@Simon Quick Advisors, Llc
| 0.01% | $69,080 12,077 shares@ 5.72 avg price | Increased 4.08% |
Victor Melfa Jr.@Melfa Wealth Management, Inc.
| 0.05% | $68,947 12,054 shares@ 5.72 avg price | |
Scott Boyce@Decker Retirement Planning Inc.
| 0.01% | $12,584 2,200 shares@ 5.72 avg price | New Position |
Shawn Fischman@Fny Investment Advisers, Llc
| 0.01% | $3,000 600 shares@ 5.0 avg price |