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Homrich & Berg’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Homrich & Berg’s Portfolio PTY Stock Details PTY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$864K Sell
2021
Q2
$1.03M Sell
2021
Q1
$1M Buy
2020
Q4
$976K Buy
2020
Q3
$879K Buy
2020
Q2
$843K Buy
2020
Q1
$597K Sell
2019
Q4
$907K Buy
2019
Q3
$838K Hold
2019
Q2
$838K Buy
2019
Q1
$780K Hold
2018
Q4
$684K Sell
2018
Q3
$1.24M Buy
2018
Q2
$1.21M Buy
2018
Q1
$1.17M Buy
2017
Q4
$775K Buy
2017
Q3
$785K Buy
2017
Q2
$765K Buy
2017
Q1
$724K Sell
2016
Q4
$1.28M Buy
2016
Q3
$1.3M Buy
2016
Q2
$1.25M Buy
2016
Q1
$1.14M Buy
2015
Q4
$665K Buy
2015
Q3
$284K Hold
2015
Q2
$310K Hold
2015
Q1
$337K Hold
2014
Q4
$340K Hold
2014
Q3
$365K Hold
2014
Q2
$403K Sell
2014
Q1
$404K Hold
2013
Q4
$386K Sell
2013
Q3
$522K Sell
2013
Q2
$578K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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