BC
PCN

Belmont Capital’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Belmont Capital’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
2020
Q4 		– Sell
-733
Closed -$11K – 70
2020
Q3 		$11K Buy
+733
New +$11.6K ﹤0.01% 40
2020
Q2 		– Sell
-22
Closed – – 62
2020
Q1 		$0 Buy
+22
New +$388 ﹤0.01% 60

Other funds holding PCN

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Belmont Capital's PCN Position: Q4 2020 in Review

Belmont Capital sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q4 2020, closing a stake of 733 shares — an estimated $11K sold.

Belmont Capital first reported a position in PCN in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 67 funds tracked by Wall St. Rank hold PCN as of Q4 2020.

  • Belmont Capital reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q4 2020 after selling out during the quarter.
  • Belmont Capital sold 733 PIMCO Corporate & Income Strategy Fund shares in Q4 2020, an estimated $11K.
  • Belmont Capital first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2020 and held it in 2 quarters.
  • Belmont Capital's PIMCO Corporate & Income Strategy Fund position peaked at $11K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q4 2020.

Based on Belmont Capital's 13F filing for Q4 2020, filed 12 Jan 2021.