ClearBridge Investments
PKO

ClearBridge Investments’s Pimco Income Opportunity Fund PKO Stock Holding History

ClearBridge Investments’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
2017
Q4 		– Sell
-24
Closed -$1K – 1247
2017
Q3 		$1K Buy
+24
New +$632 ﹤0.01% 1191

Other funds holding PKO

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Wells Fargo
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HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments's PKO Position: Q4 2017 in Review

ClearBridge Investments sold out of Pimco Income Opportunity Fund (PKO) in Q4 2017, closing a stake of 24 shares — an estimated $1K sold.

ClearBridge Investments first reported a position in PKO in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 39 funds tracked by Wall St. Rank hold PKO as of Q4 2017.

  • ClearBridge Investments reported no remaining Pimco Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • ClearBridge Investments sold 24 Pimco Income Opportunity Fund shares in Q4 2017, an estimated $1K.
  • ClearBridge Investments first reported a position in Pimco Income Opportunity Fund in Q3 2017 and held it in 1 quarter.
  • ClearBridge Investments's Pimco Income Opportunity Fund position peaked at $1K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2017.

Based on ClearBridge Investments's 13F filing for Q4 2017, filed 14 Feb 2018.