Blue Chip Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Blue Chip Wealth Management’s Portfolio PFL Stock Details PFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$589K	Buy	+58,213	New	+$587K	0.46%	54

Other funds holding PFL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIA

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blue Chip Wealth Management's PFL Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in PIMCO Income Strategy Fund (PFL) in Q3 2020: 58,213 shares worth $589K. The stake represents 0.46% of the portfolio and ranks #54 among its holdings.

53 funds tracked by Wall St. Rank hold PFL as of Q3 2020.

Blue Chip Wealth Management held 58,213 shares of PIMCO Income Strategy Fund worth $589K as of Q3 2020.
PIMCO Income Strategy Fund was a new Blue Chip Wealth Management position in Q3 2020.
PIMCO Income Strategy Fund made up 0.46% of Blue Chip Wealth Management's portfolio in Q3 2020, its #54 holding.
53 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.