FGA
PHK

Fortis Group Advisors’s PIMCO High Income Fund PHK Stock Holding History

Fortis Group 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
2020
Q3 		$82K Buy
+15,034
New +$80K 0.02% 200

Other funds holding PHK

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fortis Group Advisors's PHK Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in PIMCO High Income Fund (PHK) in Q3 2020: 15,034 shares worth $82K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

83 funds tracked by Wall St. Rank hold PHK as of Q3 2020.

  • Fortis Group Advisors held 15,034 shares of PIMCO High Income Fund worth $82K as of Q3 2020.
  • PIMCO High Income Fund was a new Fortis Group Advisors position in Q3 2020.
  • PIMCO High Income Fund made up 0.02% of Fortis Group Advisors's portfolio in Q3 2020, its #200 holding.
  • 83 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.