Envestnet Asset Management
PKO

Envestnet Asset Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Envestnet Asset 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
2021
Q4 		– Sell
-15,880
Closed -$389K – 4010
2021
Q3 		$389K Sell
15,880
-381
-2% -$9.94K ﹤0.01% 3128
2021
Q2 		$433K Buy
16,261
+1,834
+13% +$49.3K ﹤0.01% 3076
2021
Q1 		$379K Buy
+14,427
New +$369K ﹤0.01% 3009
2014
Q2 		– Sell
-1,100
Closed -$31K – 2924
2014
Q1 		$31K Buy
+1,100
New +$31.6K ﹤0.01% 1533
2013
Q4 		– Sell
-500
Closed -$14K – 2672
2013
Q3 		$14K Buy
+500
New +$13.6K ﹤0.01% 1597

Envestnet Asset Management's PKO Position: Q4 2021 in Review

Envestnet Asset Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 15,880 shares — an estimated $389K sold.

Envestnet Asset Management first reported a position in PKO in Q3 2013 and held it in 5 quarters. The position peaked at $433K in Q2 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Envestnet Asset Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 15,880 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $389K.
  • Envestnet Asset Management first reported a position in Pimco Income Opportunity Fund in Q3 2013 and held it in 5 quarters.
  • Envestnet Asset Management's Pimco Income Opportunity Fund position peaked at $433K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.