CIA
PFL

Choate Investment Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Choate Investment Advisors’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-14,653
Closed -$167K – 230
2019
Q3 		$167K Buy
+14,653
New +$171K 0.01% 222

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Choate Investment Advisors's PFL Position: Q4 2019 in Review

Choate Investment Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q4 2019, closing a stake of 14,653 shares — an estimated $167K sold.

Choate Investment Advisors first reported a position in PFL in Q3 2019 and held it in 1 quarter. The position peaked at $167K in Q3 2019. 54 funds tracked by Wall St. Rank hold PFL as of Q4 2019.

  • Choate Investment Advisors reported no remaining PIMCO Income Strategy Fund position as of Q4 2019 after selling out during the quarter.
  • Choate Investment Advisors sold 14,653 PIMCO Income Strategy Fund shares in Q4 2019, an estimated $167K.
  • Choate Investment Advisors first reported a position in PIMCO Income Strategy Fund in Q3 2019 and held it in 1 quarter.
  • Choate Investment Advisors's PIMCO Income Strategy Fund position peaked at $167K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2019.

Based on Choate Investment Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.