Goldman Sachs
PKO

Goldman Sachs’s Pimco Income Opportunity Fund PKO Stock Holding History

Goldman Sachs’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
2014
Q4 		– Sell
-8,989
Closed -$248K – 7641
2014
Q3 		$248K Buy
+8,989
New +$257K ﹤0.01% 5958
2014
Q2 		– Sell
-11,925
Closed -$337K – 7383
2014
Q1 		$337K Buy
+11,925
New +$342K ﹤0.01% 5640

Other funds holding PKO

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs's PKO Position: Q4 2014 in Review

Goldman Sachs sold out of Pimco Income Opportunity Fund (PKO) in Q4 2014, closing a stake of 8,989 shares — an estimated $248K sold.

Goldman Sachs first reported a position in PKO in Q1 2014 and held it in 2 quarters. The position peaked at $337K in Q1 2014. 44 funds tracked by Wall St. Rank hold PKO as of Q4 2014.

  • Goldman Sachs reported no remaining Pimco Income Opportunity Fund position as of Q4 2014 after selling out during the quarter.
  • Goldman Sachs sold 8,989 Pimco Income Opportunity Fund shares in Q4 2014, an estimated $248K.
  • Goldman Sachs first reported a position in Pimco Income Opportunity Fund in Q1 2014 and held it in 2 quarters.
  • Goldman Sachs's Pimco Income Opportunity Fund position peaked at $337K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2014.

Based on Goldman Sachs's 13F filing for Q4 2014, filed 13 Feb 2015.