Baird Financial Group
PKO

Baird Financial Group’s Pimco Income Opportunity Fund PKO Stock Holding History

Baird Financial Group’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,800
Closed -$286K – 1379
2015
Q2 		$286K Buy
+11,800
New +$305K ﹤0.01% 1133

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Baird Financial Group's PKO Position: Q3 2015 in Review

Baird Financial Group sold out of Pimco Income Opportunity Fund (PKO) in Q3 2015, closing a stake of 11,800 shares — an estimated $286K sold.

Baird Financial Group first reported a position in PKO in Q2 2015 and held it in 1 quarter. The position peaked at $286K in Q2 2015. 36 funds tracked by Wall St. Rank hold PKO as of Q3 2015.

  • Baird Financial Group reported no remaining Pimco Income Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • Baird Financial Group sold 11,800 Pimco Income Opportunity Fund shares in Q3 2015, an estimated $286K.
  • Baird Financial Group first reported a position in Pimco Income Opportunity Fund in Q2 2015 and held it in 1 quarter.
  • Baird Financial Group's Pimco Income Opportunity Fund position peaked at $286K in Q2 2015.
  • 36 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q3 2015.

Based on Baird Financial Group's 13F filing for Q3 2015, filed 12 Nov 2015.