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Clearwater Capital Advisors’s PIMCO High Income Fund PHK Stock Holding History

Clearwater Capital Advisors’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,777
Closed -$74K – 166
2022
Q1 		$74K Buy
+12,777
New +$75.4K 0.01% 166

Other funds holding PHK

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's PHK Position: Q2 2022 in Review

Clearwater Capital Advisors sold out of PIMCO High Income Fund (PHK) in Q2 2022, closing a stake of 12,777 shares — an estimated $74K sold.

Clearwater Capital Advisors first reported a position in PHK in Q1 2022 and held it in 1 quarter. The position peaked at $74K in Q1 2022. 106 funds tracked by Wall St. Rank hold PHK as of Q2 2022.

  • Clearwater Capital Advisors reported no remaining PIMCO High Income Fund position as of Q2 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 12,777 PIMCO High Income Fund shares in Q2 2022, an estimated $74K.
  • Clearwater Capital Advisors first reported a position in PIMCO High Income Fund in Q1 2022 and held it in 1 quarter.
  • Clearwater Capital Advisors's PIMCO High Income Fund position peaked at $74K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2022.

Based on Clearwater Capital Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.