FIM
PHK

Freedom Investment Management’s PIMCO High Income Fund PHK Stock Holding History

Freedom Investment Management’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
2018
Q4 		– Sell
-19,110
Closed -$171K – 871
2018
Q3 		$171K Sell
19,110
-2,799
-13% -$24.4K 0.01% 866
2018
Q2 		$183K Buy
+21,909
New +$177K 0.01% 909

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CAN
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's PHK Position: Q4 2018 in Review

Freedom Investment Management sold out of PIMCO High Income Fund (PHK) in Q4 2018, closing a stake of 19,110 shares — an estimated $171K sold.

Freedom Investment Management first reported a position in PHK in Q2 2018 and held it in 2 quarters. The position peaked at $183K in Q2 2018. 86 funds tracked by Wall St. Rank hold PHK as of Q4 2018.

  • Freedom Investment Management reported no remaining PIMCO High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 19,110 PIMCO High Income Fund shares in Q4 2018, an estimated $171K.
  • Freedom Investment Management first reported a position in PIMCO High Income Fund in Q2 2018 and held it in 2 quarters.
  • Freedom Investment Management's PIMCO High Income Fund position peaked at $183K in Q2 2018.
  • 86 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.