¡Ya estamos en ! Descubre más
icono de PFL

PIMCO Income Strategy Fund
PFL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Horizon Kinetics
1
Horizon Kinetics
New York
USD 9.8 M +USD 1.21 M +100,334 +14%
Rivernorth Capital Management
2
Rivernorth Capital Management
Florida
USD 5.33 M -USD 1.13 M -93,426 -18%
Invesco
3
Invesco
Georgia
USD 3.67 M +USD 898 k +74,565 +34%
Nuveen
4
Nuveen
North Carolina
USD 3 M -USD 241 k -20,000 -8%
Morgan Stanley
5
Morgan Stanley
New York
USD 2.43 M -USD 160 k -13,246 -6%
Guggenheim Capital
6
Guggenheim Capital
Illinois
USD 2.02 M +USD 889 k +73,798 +82%
Sit Investment Associates
7
Sit Investment Associates
Minnesota
USD 1.98 M +USD 104 k +8,600 +6%
Bank of America
8
Bank of America
North Carolina
USD 1.18 M +USD 36.2 k +3,005 +3%
Suntrust Banks
9
Suntrust Banks
Georgia
USD 1.13 M +USD 120 k +10,000 +12%
Mariner
10
Mariner
Kansas
USD 990 k -USD 164 k -13,633 -15%
LPL Financial
11
LPL Financial
California
USD 970 k -USD 88.2 k -7,324 -9%
Wells Fargo
12
Wells Fargo
California
USD 911 k +USD 10.5 k +875 +1%
Creative Planning
13
Creative Planning
Kansas
USD 867 k +USD 320 k +26,542 +61%
Shaker Financial Services
14
Shaker Financial Services
Virginia
USD 788 k -USD 1.69 M -140,183 -69%
UBS
15
UBS
Switzerland
USD 718 k +USD 34.5 k +2,864 +5%
Shufro Rose & Co
16
Shufro Rose & Co
New York
USD 529 k +USD 11.4 k +950 +2%
National Planning Corporation
17
National Planning Corporation
California
USD 526 k -USD 60.6 k -5,035 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 457 k +USD 266 k +22,122 +148%
BB&T Securities
19
BB&T Securities
Virginia
USD 382 k +USD 11.7 k +970 +3%
Hollencrest Capital Management
20
Hollencrest Capital Management
California
USD 377 k – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 332 k +USD 3.96 k +329 +1%
First Foundation Advisors
22
First Foundation Advisors
California
USD 322 k -USD 124 k -10,300 -28%
KFS
23
KMS Financial Services
Washington
USD 315 k +USD 1.63 k +135 +0.5%
Walter & Keenan Wealth Management
24
Walter & Keenan Wealth Management
Indiana
USD 208 k +USD 216 k +17,900 Nuevas
BLB&B Advisors
25
BLB&B Advisors
Pennsylvania
USD 203 k +USD 72 +6 +0%
1
2