CFD
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Creative Financial Designs’s PIMCO High Income Fund PHK Stock Holding History

Creative Financial Designs’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
2020
Q3 		– Sell
-3,850
Closed -$21K – 1273
2020
Q2 		$21K Buy
+3,850
New +$19.9K 0.01% 594

Other funds holding PHK

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Financial Designs's PHK Position: Q3 2020 in Review

Creative Financial Designs sold out of PIMCO High Income Fund (PHK) in Q3 2020, closing a stake of 3,850 shares — an estimated $21K sold.

Creative Financial Designs first reported a position in PHK in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 83 funds tracked by Wall St. Rank hold PHK as of Q3 2020.

  • Creative Financial Designs reported no remaining PIMCO High Income Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 3,850 PIMCO High Income Fund shares in Q3 2020, an estimated $21K.
  • Creative Financial Designs first reported a position in PIMCO High Income Fund in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's PIMCO High Income Fund position peaked at $21K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.