CSPIA
PKO

Cary Street Partners Investment Advisory’s Pimco Income Opportunity Fund PKO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$46K – 1001
2020
Q3 		$46K Buy
+2,000
New +$47K 0.01% 506

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Bank of America
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SPC
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Invesco
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HKAM
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Osaic Holdings
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Cary Street Partners Investment Advisory's PKO Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Pimco Income Opportunity Fund (PKO) in Q4 2020, closing a stake of 2,000 shares — an estimated $46K sold.

Cary Street Partners Investment Advisory first reported a position in PKO in Q3 2020 and held it in 1 quarter. The position peaked at $46K in Q3 2020. 60 funds tracked by Wall St. Rank hold PKO as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Pimco Income Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 Pimco Income Opportunity Fund shares in Q4 2020, an estimated $46K.
  • Cary Street Partners Investment Advisory first reported a position in Pimco Income Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Pimco Income Opportunity Fund position peaked at $46K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.