HI
PHK

Hudock Inc’s PIMCO High Income Fund PHK Stock Holding History

Hudock Inc’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,208
Closed -$26.1K – 686
2018
Q3 		$26K Hold
3,208
– – 0.01% 322
2018
Q2 		$26K Hold
3,208
– – 0.01% 311
2018
Q1 		$24K Hold
3,208
– – 0.01% 338
2017
Q4 		$23K Hold
3,208
– – 0.01% 330
2017
Q3 		$26K Hold
3,208
– – 0.01% 318
2017
Q2 		$28K Hold
3,208
– – 0.01% 302
2017
Q1 		$27K Hold
3,208
– – 0.01% 293
2016
Q4 		$29K Hold
3,208
– – 0.02% 278
2016
Q3 		$31K Hold
3,208
– – 0.02% 279
2016
Q2 		$31K Hold
3,208
– – 0.02% 289
2016
Q1 		$28K Hold
3,208
– – 0.02% 302
2015
Q4 		$26K Hold
3,208
– – 0.01% 279
2015
Q3 		$23K Hold
3,208
– – 0.01% 296
2015
Q2 		$31K Hold
3,208
– – 0.01% 276
2015
Q1 		$40K Hold
3,208
– – 0.02% 250
2014
Q4 		$36K Hold
3,208
– – 0.02% 246
2014
Q3 		$37K Sell
3,208
-750
-19% -$9.69K 0.02% 246
2014
Q2 		$54K Buy
3,958
+750
+23% +$9.77K 0.06% 196
2014
Q1 		$40K Hold
3,208
– – 0.03% 230
2013
Q4 		$37K Hold
3,208
– – 0.03% 232
2013
Q3 		$38K Hold
3,208
– – 0.04% 189
2013
Q2 		$38K Buy
+3,208
New +$39.1K 0.06% 187

Other funds holding PHK

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudock Inc's PHK Position: Q4 2018 in Review

Hudock Inc sold out of PIMCO High Income Fund (PHK) in Q4 2018, closing a stake of 3,208 shares — an estimated $26.1K sold.

Hudock Inc first reported a position in PHK in Q2 2013 and held it in 22 quarters. The position peaked at $54K in Q2 2014. 86 funds tracked by Wall St. Rank hold PHK as of Q4 2018.

  • Hudock Inc reported no remaining PIMCO High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Hudock Inc sold 3,208 PIMCO High Income Fund shares in Q4 2018, an estimated $26.1K.
  • Hudock Inc first reported a position in PIMCO High Income Fund in Q2 2013 and held it in 22 quarters.
  • Hudock Inc's PIMCO High Income Fund position peaked at $54K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2018.

Based on Hudock Inc's 13F filing for Q4 2018, filed 29 Jan 2019.