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Doyle Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Doyle Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,031
Closed -$19K – 611
2019
Q2 		$19K Buy
+1,031
New +$18.6K ﹤0.01% 519

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CFGS
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Commonwealth Equity Services
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Doyle Wealth Management sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q3 2019, closing a stake of 1,031 shares — an estimated $19K sold.

Doyle Wealth Management first reported a position in PTY in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 92 funds tracked by Wall St. Rank hold PTY as of Q3 2019.

  • Doyle Wealth Management reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,031 PIMCO Corporate & Income Opportunity Fund shares in Q3 2019, an estimated $19K.
  • Doyle Wealth Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's PIMCO Corporate & Income Opportunity Fund position peaked at $19K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q3 2019.

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