BFG
PNI

Bouchey Financial Group’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

Bouchey Financial Group’s Portfolio PNI Stock Details PNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-23,400
Closed -$273K – 69
2017
Q2 		$273K Buy
+23,400
New +$273K 0.09% 56

Other funds holding PNI

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bouchey Financial Group's PNI Position: Q3 2017 in Review

Bouchey Financial Group sold out of PIMCO New York Municipal Income Fund II (PNI) in Q3 2017, closing a stake of 23,400 shares — an estimated $273K sold.

Bouchey Financial Group first reported a position in PNI in Q2 2017 and held it in 1 quarter. The position peaked at $273K in Q2 2017. 9 funds tracked by Wall St. Rank hold PNI as of Q3 2017.

  • Bouchey Financial Group reported no remaining PIMCO New York Municipal Income Fund II position as of Q3 2017 after selling out during the quarter.
  • Bouchey Financial Group sold 23,400 PIMCO New York Municipal Income Fund II shares in Q3 2017, an estimated $273K.
  • Bouchey Financial Group first reported a position in PIMCO New York Municipal Income Fund II in Q2 2017 and held it in 1 quarter.
  • Bouchey Financial Group's PIMCO New York Municipal Income Fund II position peaked at $273K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund II as of Q3 2017.

Based on Bouchey Financial Group's 13F filing for Q3 2017, filed 7 Nov 2017.