EWM
PCN

EPG Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

EPG Wealth Management’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,765
Closed -$64K – 583
2020
Q1 		$64K Sell
4,765
-4,180
-47% -$73.8K 0.05% 240
2019
Q4 		$171K Buy
+8,945
New +$169K 0.13% 113

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

EPG Wealth Management's PCN Position: Q2 2020 in Review

EPG Wealth Management sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2020, closing a stake of 4,765 shares — an estimated $64K sold.

EPG Wealth Management first reported a position in PCN in Q4 2019 and held it in 2 quarters. The position peaked at $171K in Q4 2019. 66 funds tracked by Wall St. Rank hold PCN as of Q2 2020.

  • EPG Wealth Management reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 4,765 PIMCO Corporate & Income Strategy Fund shares in Q2 2020, an estimated $64K.
  • EPG Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $171K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.