Claraphi Advisory Network’s Pimco Income Opportunity Fund PKO Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-4,485	Closed	-$91K	–	1350
2020 Q1	$91K	Buy	+4,485	New	+$116K	0.04%	351
2019 Q4	–	Sell	-5,017	Closed	-$134K	–	427
2019 Q3	$134K	Buy	+5,017	New	+$135K	0.08%	227

Other funds holding PKO

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Claraphi Advisory Network's PKO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Pimco Income Opportunity Fund (PKO) in Q2 2020, closing a stake of 4,485 shares — an estimated $91K sold.

Claraphi Advisory Network first reported a position in PKO in Q3 2019 and held it in 2 quarters. The position peaked at $134K in Q3 2019. 43 funds tracked by Wall St. Rank hold PKO as of Q2 2020.

Claraphi Advisory Network reported no remaining Pimco Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 4,485 Pimco Income Opportunity Fund shares in Q2 2020, an estimated $91K.
Claraphi Advisory Network first reported a position in Pimco Income Opportunity Fund in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Pimco Income Opportunity Fund position peaked at $134K in Q3 2019.
43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.