Alan Rappaport - Pimco California Independent Trustee
| PZC Fund | USD 6.66 0.01 0.15% |
Mr. Alan Rappaport is Independent Trustee of Pimco California Municipal Income Fund III. He is Vice Chairman, Roundtable Investment Partners Chairman, Private Bank of Bank of America and Vice Chairman, U.S Trust . Trustee of the funds in the AllianzPIMCO Fund Complex since 2010.
| Age | 68 |
| Tenure | 15 years |
| Phone | 949 720 6000 |
| Web | https://investments.pimco.com/Products/pages/671.aspx |
Alan Rappaport Latest Insider Activity
Tracking and analyzing the buying and selling activities of Alan Rappaport against Pimco California fund is an integral part of due diligence when investing in Pimco California. Alan Rappaport 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.
Alan Rappaport over a week ago Disposition of 1000 shares by Alan Rappaport of PKO subject to Rule 16b-3 | ||
Alan Rappaport over two months ago Acquisition by Alan Rappaport of 1000 shares of PKO at 26.192 subject to Rule 16b-3 | ||
Alan Rappaport over a year ago Acquisition by Alan Rappaport of 1649 shares of Victory Capital subject to Rule 16b-3 |
Pimco California Management Performance (%)
The company has Return on Asset of 2.07 % which means that on every $100 spent on assets, it made $2.07 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (13.32) %, 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 | ||
| Robert Hubbard | Munivest Fund | 63 | |
| Julius Williams | Invesco California Value | N/A | |
| William Ogden | Pimco California Municipal | 75 | |
| Clarence Otis | MFS Charter Income | 64 | |
| Bradford Gallagher | Pimco Municipal Income | 75 | |
| Robin Stelmach | MFS Charter Income | 64 | |
| William Ogden | Pimco California Municipal | 75 | |
| Michael Castellano | BlackRock California Municipal | 75 | |
| Jason Nagler | Pimco California Municipal | 39 | |
| Christopher Bohane | MFS Charter Income | 51 | |
| Steven Buller | MFS Charter Income | 69 | |
| Maureen Goldfarb | MFS Charter Income | 65 | |
| Raymond Stickel | Invesco California Value | 75 | |
| Robert Troccoli | Invesco California Value | 71 | |
| Cedric Antosiewicz | Nuveen California Dividend | 57 | |
| Heidi Hardin | MFS Charter Income | 52 | |
| Catherine Lynch | Munivest Fund | 60 | |
| John Maney | Pimco California Municipal | 62 | |
| Frank Fabozzi | BlackRock California Municipal | 73 | |
| Henry Gabbay | Blackrock Muniholdings Ca | 72 | |
| Charles Park | Blackrock Muniholdings Ca | 54 | |
Management Performance
| Return On Equity | -13.32 | ||||
| Return On Asset | 2.07 |
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, Vice President | ||
| Bradley Todd, Treasurer | ||
| Joshua Ratner, Vice President Secretary and Chief Legal Officer | ||
| T Buffington, Independent Trustee | ||
| William Galipeau, Vice President | ||
| Christopher Morin, Assistant Treasurer | ||
| E Vandecruze, Independent Trustee | ||
| WuKwan Kit, Vice President, Senior Counsel and 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, Senior Vice President | ||
| Deborah DeCotis, Independent Chairman of the Board of Trustees | ||
| Erik Brown, Assistant Treasurer | ||
| 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 | -13.32 | ||||
| Return On Asset | 2.07 | ||||
| Profit Margin | (273.48) % | ||||
| Operating Margin | 81.95 % | ||||
| Current Valuation | 317.4 M | ||||
| Shares Outstanding | 22.41 M | ||||
| Shares Owned By Institutions | 14.30 % | ||||
| Number Of Shares Shorted | 60.49 K | ||||
| Price To Earning | 15.14 X | ||||
| Price To Book | 0.83 X |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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