EWA
PCN

EverSource Wealth Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

EverSource Wealth Advisors’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
2023
Q1 		– Sell
-17
Closed -$201 – 2492
2022
Q4 		$201 Buy
+17
New +$209 ﹤0.01% 2255

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's PCN Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q1 2023, closing a stake of 17 shares — an estimated $201 sold.

EverSource Wealth Advisors first reported a position in PCN in Q4 2022 and held it in 1 quarter. The position peaked at $201 in Q4 2022. 76 funds tracked by Wall St. Rank hold PCN as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 17 PIMCO Corporate & Income Strategy Fund shares in Q1 2023, an estimated $201.
  • EverSource Wealth Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $201 in Q4 2022.
  • 76 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.