Elevated Capital Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

Elevated Capital Advisors’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 Q4	$1.66M	Buy	+59,861	New	+$1.64M	1.85%	12
2019 Q1	$2.18M	Buy	+106,622	New	+$2.79M	1.44%	19

Other funds holding PKO

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Elevated Capital Advisors's PKO Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Pimco Income Opportunity Fund (PKO) in Q4 2019: 59,861 shares worth $1.66M. The stake represents 1.85% of the portfolio and ranks #12 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in PKO as recently as Q1 2019.

Elevated Capital Advisors first reported a position in PKO in Q1 2019 and has held it in 2 quarters since. The position peaked at $2.18M in Q1 2019. 51 funds tracked by Wall St. Rank hold PKO as of Q4 2019.

Elevated Capital Advisors held 59,861 shares of Pimco Income Opportunity Fund worth $1.66M as of Q4 2019.
Pimco Income Opportunity Fund was a new Elevated Capital Advisors position in Q4 2019.
Pimco Income Opportunity Fund made up 1.85% of Elevated Capital Advisors's portfolio in Q4 2019, its #12 holding.
Elevated Capital Advisors first reported a position in Pimco Income Opportunity Fund in Q1 2019 and has held it in 2 quarters since.
Elevated Capital Advisors's Pimco Income Opportunity Fund position peaked at $2.18M in Q1 2019.
51 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.