AWMS
PHK

Advocacy Wealth Management Services’s PIMCO High Income Fund PHK Stock Holding History

Advocacy Wealth Management Services’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$2K – 550
2015
Q4 		$2K Buy
+200
New +$1.68K ﹤0.01% 482

Other funds holding PHK

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CAN
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
SC
Stratford Consulting Addison, Texas $219M AUM 17.71% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Advocacy Wealth Management Services's PHK Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of PIMCO High Income Fund (PHK) in Q1 2016, closing a stake of 200 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in PHK in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 68 funds tracked by Wall St. Rank hold PHK as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining PIMCO High Income Fund position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 PIMCO High Income Fund shares in Q1 2016, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in PIMCO High Income Fund in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's PIMCO High Income Fund position peaked at $2K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.