EWA
PHK

EverSource Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History

EverSource Wealth Advisors’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-750
Closed -$3.75K – 2622
2023
Q2 		$3.75K Hold
750
– – ﹤0.01% 1838
2023
Q1 		$3.58K Hold
750
– – ﹤0.01% 1750
2022
Q4 		$3.55K Buy
+750
New +$3.61K ﹤0.01% 1727

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EverSource Wealth Advisors's PHK Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of PIMCO High Income Fund (PHK) in Q3 2023, closing a stake of 750 shares — an estimated $3.75K sold.

EverSource Wealth Advisors first reported a position in PHK in Q4 2022 and held it in 3 quarters. The position peaked at $3.75K in Q2 2023. 113 funds tracked by Wall St. Rank hold PHK as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining PIMCO High Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 750 PIMCO High Income Fund shares in Q3 2023, an estimated $3.75K.
  • EverSource Wealth Advisors first reported a position in PIMCO High Income Fund in Q4 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's PIMCO High Income Fund position peaked at $3.75K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.