Sarah Cogan - Pimco California Independent Trustee
| PCQ Fund | USD 9.69 0.13 1.36% |
| Age | 65 |
| Tenure | 5 years |
| Phone | 949 720 6000 |
| Web | https://www.pimco.com/en-us/investments/closed-end-funds/california-municipal-income-fund |
Sarah Cogan Latest Insider Activity
Tracking and analyzing the buying and selling activities of Sarah Cogan against Pimco California fund is an integral part of due diligence when investing in Pimco California. Sarah Cogan insider activity provides valuable insight into whether Pimco California is net buyers or sellers over its current business cycle. Note, Pimco California insiders must abide by specific rules, including filing SEC forms every time they buy or sell Pimco California'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Sarah Cogan over a year ago Disposition of 428 shares by Sarah Cogan of PKO subject to Rule 16b-3 |
Pimco California Management Performance (%)
The company has Return on Asset of 2.03 % which means that on every $100 spent on assets, it made $2.03 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (13.69) %, meaning that it generated no profit with money invested by stockholders. Pimco California's management efficiency ratios could be used to measure how well Pimco California manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Showing other executives | One Year Return | ||
| Kasey Phillips | MFS Multimarket Income | 49 | |
| Christopher Rohrbacher | Nuveen California Dividend | 50 | |
| Robert Fairbairn | Blackrock Muniholdings Ca | 56 | |
| Diana Gonzalez | Nuveen California Dividend | 43 | |
| J Holloman | Munivest Fund | 66 | |
| William Meyers | Nuveen California Dividend | 54 | |
| Elizabeth Duggan | Pimco California Municipal | 57 | |
| E Vandecruze | Pimco California Municipal | 58 | |
| James Kilman | MFS Multimarket Income | 59 | |
| Clarence Otis | MFS High Yield | 64 | |
| Kasey Phillips | MFS High Yield | 49 | |
| Joseph Kittredge | Pimco California Municipal | 67 | |
| T Buffington | Pimco California Municipal | 38 | |
| Ann Stern | Invesco California Value | 63 | |
| Diana Gonzalez | Nuveen California Amt | 43 | |
| Amy Lancellotta | Nuveen California Dividend | 62 | |
| H Zhang | Pimco California Municipal | 47 | |
| Cynthia Hostetler | Invesco California Value | 59 | |
| W Kester | Munivest Fund | 70 | |
| Jeffrey Kupor | Invesco California Value | 52 | |
| Amy Lancellotta | Nuveen California Amt | 62 | |
Management Performance
| Return On Equity | -13.69 | |||
| Return On Asset | 2.03 |
Pimco California Mun Leadership Team
Elected by the shareholders, the Pimco California's board of directors comprises two types of representatives: Pimco California inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Pimco. The board's role is to monitor Pimco California's management team and ensure that shareholders' interests are well served. Pimco California's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Pimco California's outside directors are responsible for providing unbiased perspectives on the board's policies.
| David Fisher, Trustee | ||
| Stacie Anctil, Assistant Treasurer | ||
| Bradley Todd, Treasurer | ||
| Joshua Ratner, Vice President, Secretary and Chief Legal Officer | ||
| T Buffington, Independent Trustee | ||
| William Galipeau, Principal Financial and Accounting Officer and Treasurer | ||
| Christopher Morin, Assistant Treasurer | ||
| E Vandecruze, Independent Trustee | ||
| WuKwan Kit, Vice President, Senior Counsel, Secretary | ||
| Joseph Kittredge, Independent Trustee | ||
| Ryan Leshaw, Assistant Secretary | ||
| James Jacobson, Independent Trustee | ||
| Eric Johnson, Vice President | ||
| Brandon Evans, Assistant Treasurer | ||
| Hans Kertess, Independent Chairman of the Board of Trustees | ||
| Jason Nagler, Assistant Treasurer | ||
| Sarah Cogan, Independent Trustee | ||
| Keisha AudainPressley, Chief Compliance Officer | ||
| Peter Strelow, Principal Executive Officer and Pres | ||
| Deborah DeCotis, Independent Chairman of Board of Trustees | ||
| Erik Brown, Assistant Treasurer | ||
| Bradford Gallagher, Independent Trustee | ||
| John Maney, Trustee | ||
| Colleen Miller, Assistant Treasurer | ||
| Jeffrey Byer, Vice President | ||
| Derrick Clark, Independent Trustee | ||
| Alan Rappaport, Independent Trustee | ||
| Bijal Parikh, Assistant Treasurer | ||
| Elizabeth Duggan, Vice President | ||
| William Ogden, Independent Trustee | ||
| Shwetha Shenoy, Assistant Treasurer | ||
| H Zhang, Assistant Treasurer | ||
| Mark Jelic, Vice President | ||
| Brian Pittluck, Vice President |
Pimco Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Pimco California a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -13.69 | |||
| Return On Asset | 2.03 | |||
| Profit Margin | (284.71) % | |||
| Operating Margin | 82.13 % | |||
| Current Valuation | 448.38 M | |||
| Shares Outstanding | 18.91 M | |||
| Shares Owned By Institutions | 6.55 % | |||
| Number Of Shares Shorted | 143.51 K | |||
| Price To Earning | 18.11 X | |||
| Price To Book | 1.10 X |
Pair Trading with Pimco California
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pimco California position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pimco California will appreciate offsetting losses from the drop in the long position's value.Moving against Pimco Fund
The ability to find closely correlated positions to Pimco California could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco California when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pimco California - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pimco California Municipal to buy it.
The correlation of Pimco California is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pimco California moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco California Mun moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pimco California can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Pimco Fund
Pimco California financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco California security.
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