IFP Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

IFP Advisors’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	$16K	Sell	615 -31,855	-98%	-$833K	﹤0.01%	1438
2018 Q4	$820K	Sell	32,470 -6,238	-16%	-$159K	0.05%	395
2018 Q3	$1.07M	Sell	38,708 -3,010	-7%	-$82.6K	0.04%	412
2018 Q2	$1.14M	Sell	41,718 -2,499	-6%	-$68K	0.05%	386
2018 Q1	$1.15M	Hold	44,217	–	–	0.05%	358
2017 Q4	$1.15M	Sell	44,217 -19,132	-30%	-$500K	0.05%	357
2017 Q3	$1.67M	Buy	63,349 +5,493	+9%	+$145K	0.07%	307
2017 Q2	$1.55M	Buy	57,856 +828	+1%	+$21.5K	0.07%	318
2017 Q1	$1.42M	Buy	57,028 +12,897	+29%	+$314K	0.06%	333
2016 Q4	$1.02M	Sell	44,131 -916	-2%	-$20.8K	0.05%	372
2016 Q3	$1.04M	Buy	45,047 +81	+0.2%	+$1.91K	0.05%	353
2016 Q2	$1.03M	Buy	44,966 +44,351	+7,212%	+$978K	0.06%	344
2016 Q1	$16K	Sell	615 -2,885	-82%	-$57.8K	﹤0.01%	1438
2015 Q4	$74K	Buy	+3,500	New	+$79K	0.01%	1355

Other funds holding PKO

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $8.82B AUM 23.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's PKO Position: Q1 2019 in Review

IFP Advisors reduced its Pimco Income Opportunity Fund (PKO) stake by 98% in Q1 2019, selling an estimated $833K and leaving 615 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

IFP Advisors first reported a position in PKO in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2017. 44 funds tracked by Wall St. Rank hold PKO as of Q1 2019.

IFP Advisors held 615 shares of Pimco Income Opportunity Fund worth $16K as of Q1 2019.
IFP Advisors sold 31,855 Pimco Income Opportunity Fund shares in Q1 2019, an estimated $833K.
Pimco Income Opportunity Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1438 holding.
IFP Advisors first reported a position in Pimco Income Opportunity Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Pimco Income Opportunity Fund position peaked at $1.67M in Q3 2017.
44 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.