Bruderman Asset Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Bruderman Asset Management’s Portfolio PGP Stock Details PGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,200	Closed	-$48K	–	434
2019 Q1	$48K	Hold	3,200	–	–	0.01%	275
2018 Q4	$37K	Hold	3,200	–	–	0.01%	276
2018 Q3	$46K	Buy	+3,200	New	+$48.2K	0.01%	198
2015 Q3	–	Sell	-8,180	Closed	-$138K	–	444
2015 Q2	$138K	Buy	8,180 +290	+4%	+$6.06K	0.05%	133
2015 Q1	$176K	Buy	+7,890	New	+$170K	0.07%	120

Other funds holding PGP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Bruderman Asset Management's PGP Position: Q2 2019 in Review

Bruderman Asset Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2019, closing a stake of 3,200 shares — an estimated $48K sold.

Bruderman Asset Management first reported a position in PGP in Q1 2015 and held it in 5 quarters. The position peaked at $176K in Q1 2015. 27 funds tracked by Wall St. Rank hold PGP as of Q2 2019.

Bruderman Asset Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 3,200 PIMCO Global StockPLUS & Income Fund shares in Q2 2019, an estimated $48K.
Bruderman Asset Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2015 and held it in 5 quarters.
Bruderman Asset Management's PIMCO Global StockPLUS & Income Fund position peaked at $176K in Q1 2015.
27 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.