AIM
PGP

Anchor Investment Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Anchor Investment Management’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$741 – 990
2023
Q1 		$741 Buy
+100
New +$758 ﹤0.01% 958

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Anchor Investment Management's PGP Position: Q2 2023 in Review

Anchor Investment Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2023, closing a stake of 100 shares — an estimated $741 sold.

Anchor Investment Management first reported a position in PGP in Q1 2023 and held it in 1 quarter. The position peaked at $741 in Q1 2023. 21 funds tracked by Wall St. Rank hold PGP as of Q2 2023.

  • Anchor Investment Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 100 PIMCO Global StockPLUS & Income Fund shares in Q2 2023, an estimated $741.
  • Anchor Investment Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's PIMCO Global StockPLUS & Income Fund position peaked at $741 in Q1 2023.
  • 21 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.