DWM
PKO

Doyle Wealth Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-617
Closed -$17K – 863
2019
Q2 		$17K Buy
+617
New +$16.5K ﹤0.01% 547

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 $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Doyle Wealth Management's PKO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Pimco Income Opportunity Fund (PKO) in Q3 2019, closing a stake of 617 shares — an estimated $17K sold.

Doyle Wealth Management first reported a position in PKO in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 48 funds tracked by Wall St. Rank hold PKO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Pimco Income Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 617 Pimco Income Opportunity Fund shares in Q3 2019, an estimated $17K.
  • Doyle Wealth Management first reported a position in Pimco Income Opportunity Fund in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Pimco Income Opportunity Fund position peaked at $17K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.