FIA
PKO

Foundations Investment Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

Foundations Investment 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
2020
Q2 		– Sell
-26,477
Closed -$487K – 179
2020
Q1 		$487K Buy
26,477
+4,837
+22% +$125K 0.06% 72
2019
Q4 		$609K Buy
+21,640
New +$592K 0.07% 88

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Foundations Investment Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q2 2020, closing a stake of 26,477 shares — an estimated $487K sold.

Foundations Investment Advisors first reported a position in PKO in Q4 2019 and held it in 2 quarters. The position peaked at $609K in Q4 2019. 43 funds tracked by Wall St. Rank hold PKO as of Q2 2020.

  • Foundations Investment Advisors reported no remaining Pimco Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 26,477 Pimco Income Opportunity Fund shares in Q2 2020, an estimated $487K.
  • Foundations Investment Advisors first reported a position in Pimco Income Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • Foundations Investment Advisors's Pimco Income Opportunity Fund position peaked at $609K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2020.

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