Granite Investment Partners’s Pimco Income Opportunity Fund PKO Stock Holding History

Granite Investment Partners’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 Q1	–	Sell	-8,599	Closed	-$218K	–	384
2018 Q4	$218K	Hold	8,599	–	–	0.02%	312
2018 Q3	$237K	Hold	8,599	–	–	0.01%	293
2018 Q2	$235K	Hold	8,599	–	–	0.01%	287
2018 Q1	$225K	Hold	8,599	–	–	0.02%	279
2017 Q4	$223K	Buy	+8,599	New	+$225K	0.01%	297
2017 Q3	–	Sell	-8,599	Closed	-$231K	–	330
2017 Q2	$231K	Sell	8,599 -349	-4%	-$9.07K	0.02%	294
2017 Q1	$222K	Hold	8,948	–	–	0.02%	300
2016 Q4	$207K	Hold	8,948	–	–	0.02%	297
2016 Q3	$207K	Hold	8,948	–	–	0.02%	298
2016 Q2	$206K	Buy	+8,948	New	+$197K	0.02%	295
2015 Q4	–	Sell	-10,161	Closed	-$232K	–	320
2015 Q3	$232K	Hold	10,161	–	–	0.02%	287
2015 Q2	$246K	Hold	10,161	–	–	0.02%	293
2015 Q1	$260K	Hold	10,161	–	–	0.02%	287
2014 Q4	$255K	Hold	10,161	–	–	0.03%	289
2014 Q3	$280K	Hold	10,161	–	–	0.04%	269
2014 Q2	$297K	Hold	10,161	–	–	0.04%	271
2014 Q1	$287K	Hold	10,161	–	–	0.04%	226
2013 Q4	$287K	Hold	10,161	–	–	0.04%	235
2013 Q3	$279K	Buy	+10,161	New	+$277K	0.05%	233

Other funds holding PKO

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

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

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

Granite Investment Partners's PKO Position: Q1 2019 in Review

Granite Investment Partners sold out of Pimco Income Opportunity Fund (PKO) in Q1 2019, closing a stake of 8,599 shares — an estimated $218K sold.

Granite Investment Partners first reported a position in PKO in Q3 2013 and held it in 19 quarters. The position peaked at $297K in Q2 2014. 44 funds tracked by Wall St. Rank hold PKO as of Q1 2019.

Granite Investment Partners reported no remaining Pimco Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
Granite Investment Partners sold 8,599 Pimco Income Opportunity Fund shares in Q1 2019, an estimated $218K.
Granite Investment Partners first reported a position in Pimco Income Opportunity Fund in Q3 2013 and held it in 19 quarters.
Granite Investment Partners's Pimco Income Opportunity Fund position peaked at $297K in Q2 2014.
44 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2019.

Based on Granite Investment Partners's 13F filing for Q1 2019, filed 13 May 2019.