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PIMCO Corporate & Income Strategy Fund
PCN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFP
1
Cornerstone Financial Partners
North Carolina
USD 9.28 M +USD 4.32 M +297,014 +97%
Bessemer Group
2
Bessemer Group
New Jersey
USD 6.74 M -USD 7.76 M -533,356 -55%
UBS Group
3
UBS Group
Switzerland
USD 3.96 M +USD 696 k +47,803 +23%
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 3.61 M -USD 477 k -32,772 -12%
Invesco
5
Invesco
Georgia
USD 3.29 M -USD 426 k -29,306 -12%
Morgan Stanley
6
Morgan Stanley
New York
USD 3.14 M -USD 220 k -15,105 -7%
Gerber Kawasaki Wealth & Investment Management
7
Gerber Kawasaki Wealth & Investment Management
California
USD 2.82 M +USD 1.1 M +75,845 +71%
National Planning Corporation
8
National Planning Corporation
California
USD 2.54 M +USD 1.52 M +104,414 +170%
LPL Financial
9
LPL Financial
California
USD 2.15 M -USD 1.43 M -98,032 -41%
WCM
10
Wunderlich Capital Managemnt
Tennessee
USD 2.15 M +USD 48.8 k +3,356 +2%
Trutina Financial
11
Trutina Financial
Washington
USD 1.69 M +USD 3.64 k +250 +0.2%
Advisory Research
12
Advisory Research
Illinois
USD 1.46 M – – –
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 1.17 M +USD 537 k +36,890 +94%
Wells Fargo
14
Wells Fargo
California
USD 1.08 M -USD 5.43 k -373 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 1 M +USD 135 k +9,304 +17%
NWAM LLC
16
NWAM LLC
Washington
USD 860 k -USD 6.85 k -471 -0.8%
Bank of America
17
Bank of America
North Carolina
USD 795 k +USD 35.2 k +2,416 +5%
MSI Financial Services
18
MSI Financial Services
Massachusetts
USD 737 k -USD 5.28 k -363 -0.8%
Investment Centers of America
19
Investment Centers of America
North Dakota
USD 676 k +USD 293 k +20,112 +85%
Advisor Group
20
Advisor Group
Arizona
USD 533 k +USD 507 k +34,841 Nuevas
First Allied Advisory Services
21
First Allied Advisory Services
California
USD 526 k +USD 2.18 k +150 +0.4%
Sheets Smith Wealth Management
22
Sheets Smith Wealth Management
North Carolina
USD 497 k -USD 18.9 k -1,300 -4%
Stratos Wealth Partners
23
Stratos Wealth Partners
Ohio
USD 439 k – – –
Stifel Financial
24
Stifel Financial
Missouri
USD 420 k -USD 1.26 M -86,590 -76%
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 419 k -USD 27.6 k -1,898 -7%
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