CA
PKO

Claro Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-1,000
Closed -$28K – 1138
2018
Q4 		$28K Buy
+1,000
New +$25.5K 0.02% 474

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's PKO Position: Q1 2019 in Review

Claro Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q1 2019, closing a stake of 1,000 shares — an estimated $28K sold.

Claro Advisors first reported a position in PKO in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 44 funds tracked by Wall St. Rank hold PKO as of Q1 2019.

  • Claro Advisors reported no remaining Pimco Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,000 Pimco Income Opportunity Fund shares in Q1 2019, an estimated $28K.
  • Claro Advisors first reported a position in Pimco Income Opportunity Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Pimco Income Opportunity Fund position peaked at $28K in Q4 2018.
  • 44 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.