IC
PKO

IEQ Capital’s Pimco Income Opportunity Fund PKO Stock Holding History

IEQ Capital’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
2021
Q1 		– Sell
-54,567
Closed -$1.38M – 513
2020
Q4 		$1.38M Buy
+54,567
New +$1.31M 0.06% 146

Other funds holding PKO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IEQ Capital's PKO Position: Q1 2021 in Review

IEQ Capital sold out of Pimco Income Opportunity Fund (PKO) in Q1 2021, closing a stake of 54,567 shares — an estimated $1.38M sold.

IEQ Capital first reported a position in PKO in Q4 2020 and held it in 1 quarter. The position peaked at $1.38M in Q4 2020. 58 funds tracked by Wall St. Rank hold PKO as of Q1 2021.

  • IEQ Capital reported no remaining Pimco Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • IEQ Capital sold 54,567 Pimco Income Opportunity Fund shares in Q1 2021, an estimated $1.38M.
  • IEQ Capital first reported a position in Pimco Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
  • IEQ Capital's Pimco Income Opportunity Fund position peaked at $1.38M in Q4 2020.
  • 58 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2021.

Based on IEQ Capital's 13F filing for Q1 2021, filed 4 May 2021.