PZC

Pimco California Muni Fd Iii

Latest period2024 - Q4Total superinvestors4

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, 4 superinvestors own shares of Pimco California Muni Fd Iii (PZC), 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 Muni Fd Iii (PZC), 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 Muni Fd Iii (PZC) 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 Muni Fd Iii (PZC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 19.06%
0.13%
$2.715M
395,179 shares@ 6.88 avg price
Frank S Rhodes@Conrad Siegel Investment Advisors, Inc.
Recent Activity
New Position
0.03%
$79,692
11,600 shares@ 6.87 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.05%
$72,410
10,540 shares@ 6.88 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
0.01%
$2,000
300 shares@ 6.67 avg price