GJIA
PCN

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

Glass Jacobson 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
2022
Q4 		$9.88K Buy
+834
New +$10.3K ﹤0.01% 520

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glass Jacobson Investment Advisors's PCN Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in PIMCO Corporate & Income Strategy Fund (PCN) in Q4 2022: 834 shares worth $9.88K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

81 funds tracked by Wall St. Rank hold PCN as of Q4 2022.

  • Glass Jacobson Investment Advisors held 834 shares of PIMCO Corporate & Income Strategy Fund worth $9.88K as of Q4 2022.
  • PIMCO Corporate & Income Strategy Fund was a new Glass Jacobson Investment Advisors position in Q4 2022.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #520 holding.
  • 81 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.