GWAG
PKO

Garrett Wealth Advisory Group’s Pimco Income Opportunity Fund PKO Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-680
Closed -$18.1K – 766
2019
Q3 		$18.1K Buy
+680
New +$18.2K 0.01% 217

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Garrett Wealth Advisory Group's PKO Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Pimco Income Opportunity Fund (PKO) in Q4 2019, closing a stake of 680 shares — an estimated $18.1K sold.

Garrett Wealth Advisory Group first reported a position in PKO in Q3 2019 and held it in 1 quarter. The position peaked at $18.1K in Q3 2019. 51 funds tracked by Wall St. Rank hold PKO as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Pimco Income Opportunity Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 680 Pimco Income Opportunity Fund shares in Q4 2019, an estimated $18.1K.
  • Garrett Wealth Advisory Group first reported a position in Pimco Income Opportunity Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Pimco Income Opportunity Fund position peaked at $18.1K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.