FGAM
PHK

Financial Gravity Asset Management’s PIMCO High Income Fund PHK Stock Holding History

Financial Gravity Asset Management’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
2018
Q3 		$9K Buy
1,089
+126
+13% +$1.1K 0.01% 601
2018
Q2 		$8K Buy
963
+193
+25% +$1.56K 0.01% 622
2018
Q1 		$6K Buy
+770
New +$5.84K 0.01% 686

Other funds holding PHK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Gravity Asset Management's PHK Position: Q3 2018 in Review

Financial Gravity Asset Management increased its PIMCO High Income Fund (PHK) stake by 13% in Q3 2018, buying an estimated $1.1K and bringing the position to 1,089 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #601.

Financial Gravity Asset Management first reported a position in PHK in Q1 2018 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold PHK as of Q3 2018.

  • Financial Gravity Asset Management held 1,089 shares of PIMCO High Income Fund worth $9K as of Q3 2018.
  • Financial Gravity Asset Management bought 126 PIMCO High Income Fund shares in Q3 2018, an estimated $1.1K.
  • PIMCO High Income Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #601 holding.
  • Financial Gravity Asset Management first reported a position in PIMCO High Income Fund in Q1 2018 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.