FSA
PFL

Financial Sense Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Financial Sense Advisors’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-39,164
Closed -$331K – 104
2020
Q1 		$331K Buy
+39,164
New +$432K 0.15% 71

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Sense Advisors's PFL Position: Q2 2020 in Review

Financial Sense Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q2 2020, closing a stake of 39,164 shares — an estimated $331K sold.

Financial Sense Advisors first reported a position in PFL in Q1 2020 and held it in 1 quarter. The position peaked at $331K in Q1 2020. 50 funds tracked by Wall St. Rank hold PFL as of Q2 2020.

  • Financial Sense Advisors reported no remaining PIMCO Income Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Financial Sense Advisors sold 39,164 PIMCO Income Strategy Fund shares in Q2 2020, an estimated $331K.
  • Financial Sense Advisors first reported a position in PIMCO Income Strategy Fund in Q1 2020 and held it in 1 quarter.
  • Financial Sense Advisors's PIMCO Income Strategy Fund position peaked at $331K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2020.

Based on Financial Sense Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.