Houlihan Financial Resource Group’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Houlihan Financial Resource Group’s Portfolio PTY Stock Details PTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$17K	Buy	+1,000	New	+$15.8K	0.01%	245

Other funds holding PTY

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

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

CAN

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

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

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

BPA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Houlihan Financial Resource Group's PTY Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in PIMCO Corporate & Income Opportunity Fund (PTY) in Q3 2020: 1,000 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

109 funds tracked by Wall St. Rank hold PTY as of Q3 2020.

Houlihan Financial Resource Group held 1,000 shares of PIMCO Corporate & Income Opportunity Fund worth $17K as of Q3 2020.
PIMCO Corporate & Income Opportunity Fund was a new Houlihan Financial Resource Group position in Q3 2020.
PIMCO Corporate & Income Opportunity Fund made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #245 holding.
109 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.