CAGAS
PGP

Capital Advisory Group Advisory Services’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Capital Advisory Group Advisory Services’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
2018
Q2 		– Sell
-186
Closed -$2K – 366
2018
Q1 		$2K Buy
+186
New +$2.56K ﹤0.01% 314

Other funds holding PGP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Capital Advisory Group Advisory Services's PGP Position: Q2 2018 in Review

Capital Advisory Group Advisory Services sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2018, closing a stake of 186 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in PGP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 27 funds tracked by Wall St. Rank hold PGP as of Q2 2018.

  • Capital Advisory Group Advisory Services reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 186 PIMCO Global StockPLUS & Income Fund shares in Q2 2018, an estimated $2K.
  • Capital Advisory Group Advisory Services first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's PIMCO Global StockPLUS & Income Fund position peaked at $2K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2018, filed 28 May 2020.