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icono de PFL

PIMCO Income Strategy Fund
PFL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 12.4 M +USD 1.29 M +129,560 +12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 9.6 M +USD 930 k +93,582 +11%
Horizon Kinetics
3
Horizon Kinetics
New York
USD 5.92 M -USD 6.07 k -611 -0.1%
Invesco
4
Invesco
Georgia
USD 3.21 M -USD 249 k -25,088 -7%
Guggenheim Capital
5
Guggenheim Capital
Illinois
USD 2.61 M -USD 227 k -22,892 -8%
National Planning Corporation
6
National Planning Corporation
California
USD 2.02 M +USD 1.49 M +149,888 +332%
Nuveen
7
Nuveen
North Carolina
USD 1.94 M – – –
Creative Planning
8
Creative Planning
Kansas
USD 1.78 M -USD 19.2 k -1,931 -1%
Morgan Stanley
9
Morgan Stanley
New York
USD 1.26 M +USD 62.1 k +6,249 +5%
First Foundation Advisors
10
First Foundation Advisors
California
USD 900 k – – –
Curi RMB Capital
11
Curi RMB Capital
Illinois
USD 826 k +USD 799 k +80,471 Nuevas
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 767 k +USD 243 k +24,492 +49%
BB&T Securities
13
BB&T Securities
Virginia
USD 733 k +USD 97.5 k +9,817 +16%
Sonora Investment Management
14
Sonora Investment Management
Arizona
USD 685 k – – –
Suntrust Banks
15
Suntrust Banks
Georgia
USD 587 k – – –
Wells Fargo
16
Wells Fargo
California
USD 533 k +USD 37.7 k +3,792 +8%
Bank of America
17
Bank of America
North Carolina
USD 510 k -USD 75.6 k -7,607 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 461 k +USD 15 k +1,508 +3%
Shufro Rose & Co
19
Shufro Rose & Co
New York
USD 460 k – – –
LPL Financial
20
LPL Financial
California
USD 422 k -USD 571 k -57,459 -59%
Telemus Capital
21
Telemus Capital
Michigan
USD 370 k – – –
UBS Group
22
UBS Group
Switzerland
USD 288 k -USD 118 k -11,873 -30%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
USD 252 k -USD 4.11 k -414 -2%
ICAS
24
Investors Capital Advisory Services
Massachusetts
USD 226 k +USD 108 k +10,900 +98%
MSI Financial Services
25
MSI Financial Services
Massachusetts
USD 223 k +USD 9.9 k +996 +5%
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