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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$428K	Buy	+47,157	New	+$426K	0.34%	64

Other funds holding PFN

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Blue Chip Wealth Management opened a new position in PIMCO Income Strategy Fund II (PFN) in Q3 2020: 47,157 shares worth $428K. The stake represents 0.34% of the portfolio and ranks #64 among its holdings.

84 funds tracked by Wall St. Rank hold PFN as of Q3 2020.

Blue Chip Wealth Management held 47,157 shares of PIMCO Income Strategy Fund II worth $428K as of Q3 2020.
PIMCO Income Strategy Fund II was a new Blue Chip Wealth Management position in Q3 2020.
PIMCO Income Strategy Fund II made up 0.34% of Blue Chip Wealth Management's portfolio in Q3 2020, its #64 holding.
84 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q3 2020.

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