CFFP
PCN

Center for Financial Planning’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Center for Financial Planning’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-173
Closed -$3K – 534
2020
Q4 		$3K Buy
+173
New +$2.84K ﹤0.01% 422

Other funds holding PCN

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Center for Financial Planning's PCN Position: Q1 2021 in Review

Center for Financial Planning sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q1 2021, closing a stake of 173 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in PCN in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 76 funds tracked by Wall St. Rank hold PCN as of Q1 2021.

  • Center for Financial Planning reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 173 PIMCO Corporate & Income Strategy Fund shares in Q1 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2020 and held it in 1 quarter.
  • Center for Financial Planning's PIMCO Corporate & Income Strategy Fund position peaked at $3K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.