First Horizon Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

First Horizon Advisors’s Portfolio PKO Stock Details PKO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-148	Closed	-$3K	–	1532
2017 Q3	$3K	Buy	148 +1	+0.7%	+$26	﹤0.01%	1281
2017 Q2	$3K	Buy	147 +4	+3%	+$104	﹤0.01%	1282
2017 Q1	$3K	Buy	143 +9	+7%	+$219	﹤0.01%	1346
2016 Q4	$3K	Hold	134	–	–	﹤0.01%	1293
2016 Q3	$3K	Buy	134 +4	+3%	+$94	﹤0.01%	1281
2016 Q2	$2K	Buy	130 +1	+0.8%	+$22	﹤0.01%	1268
2016 Q1	$2K	Buy	+129	New	+$2.58K	﹤0.01%	1271

Other funds holding PKO

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Horizon Advisors's PKO Position: Q4 2017 in Review

First Horizon Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q4 2017, closing a stake of 148 shares — an estimated $3K sold.

First Horizon Advisors first reported a position in PKO in Q1 2016 and held it in 7 quarters. The position peaked at $3K in Q3 2017. 39 funds tracked by Wall St. Rank hold PKO as of Q4 2017.

First Horizon Advisors reported no remaining Pimco Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
First Horizon Advisors sold 148 Pimco Income Opportunity Fund shares in Q4 2017, an estimated $3K.
First Horizon Advisors first reported a position in Pimco Income Opportunity Fund in Q1 2016 and held it in 7 quarters.
First Horizon Advisors's Pimco Income Opportunity Fund position peaked at $3K in Q3 2017.
39 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2017.

Based on First Horizon Advisors's 13F filing for Q4 2017, filed 25 Jan 2018.