FIA
PCN

Foundations Investment Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Foundations Investment Advisors’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-38,933
Closed -$479K – 174
2020
Q1 		$479K Buy
38,933
+7,330
+23% +$129K 0.06% 74
2019
Q4 		$610K Buy
+31,603
New +$596K 0.08% 87

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Foundations Investment Advisors's PCN Position: Q2 2020 in Review

Foundations Investment Advisors sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2020, closing a stake of 38,933 shares — an estimated $479K sold.

Foundations Investment Advisors first reported a position in PCN in Q4 2019 and held it in 2 quarters. The position peaked at $610K in Q4 2019. 66 funds tracked by Wall St. Rank hold PCN as of Q2 2020.

  • Foundations Investment Advisors reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 38,933 PIMCO Corporate & Income Strategy Fund shares in Q2 2020, an estimated $479K.
  • Foundations Investment Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2019 and held it in 2 quarters.
  • Foundations Investment Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $610K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2020.

Based on Foundations Investment Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.