GI
PCN

Gradient Investments’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Gradient Investments’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
2023
Q3 		– Sell
-101
Closed -$1.32K – 1884
2023
Q2 		$1.32K Buy
+101
New +$1.29K ﹤0.01% 1278
2013
Q3 		– Sell
-1,000
Closed -$17K – 564
2013
Q2 		$17K Buy
+1,000
New +$17.9K 0.01% 234

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Gradient Investments's PCN Position: Q3 2023 in Review

Gradient Investments sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2023, closing a stake of 101 shares — an estimated $1.32K sold.

Gradient Investments first reported a position in PCN in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q2 2013. 85 funds tracked by Wall St. Rank hold PCN as of Q3 2023.

  • Gradient Investments reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 101 PIMCO Corporate & Income Strategy Fund shares in Q3 2023, an estimated $1.32K.
  • Gradient Investments first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2013 and held it in 2 quarters.
  • Gradient Investments's PIMCO Corporate & Income Strategy Fund position peaked at $17K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.