APP
PCN

Avantax Planning Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Avantax Planning Partners’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-187
Closed -$3K – 1112
2018
Q1 		$3K Buy
+187
New +$3.15K ﹤0.01% 1529

Other funds holding PCN

UBS Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Avantax Planning Partners's PCN Position: Q2 2018 in Review

Avantax Planning Partners sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2018, closing a stake of 187 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in PCN in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 62 funds tracked by Wall St. Rank hold PCN as of Q2 2018.

  • Avantax Planning Partners reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 187 PIMCO Corporate & Income Strategy Fund shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's PIMCO Corporate & Income Strategy Fund position peaked at $3K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.