Global Wealth Management Investment Advisory’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-1,000	Closed	-$16K	–	574
2020 Q2	$16K	Hold	1,000	–	–	0.01%	297
2020 Q1	$13K	Hold	1,000	–	–	0.01%	305
2019 Q4	$19K	Hold	1,000	–	–	0.01%	271
2019 Q3	$18K	Hold	1,000	–	–	0.01%	263
2019 Q2	$17K	Hold	1,000	–	–	0.01%	299
2019 Q1	$17K	Hold	1,000	–	–	0.01%	324
2018 Q4	$15K	Buy	+1,000	New	+$16.4K	0.01%	331

Other funds holding PCN

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Global Wealth Management Investment Advisory's PCN Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2020, closing a stake of 1,000 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in PCN in Q4 2018 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 65 funds tracked by Wall St. Rank hold PCN as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,000 PIMCO Corporate & Income Strategy Fund shares in Q3 2020, an estimated $16K.
Global Wealth Management Investment Advisory first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's PIMCO Corporate & Income Strategy Fund position peaked at $19K in Q4 2019.
65 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.