IA
PNF

IFP Advisors’s PIMCO New York Municipal Income Fund PNF Stock Holding History

IFP Advisors’s Portfolio PNF Stock Details PNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,317
Closed -$226K – 4041
2017
Q3 		$226K Buy
17,317
+5,923
+52% +$77.9K 0.01% 1076
2017
Q2 		$150K Hold
11,394
– – 0.01% 1292
2017
Q1 		$143K Buy
+11,394
New +$142K 0.01% 1291

Other funds holding PNF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's PNF Position: Q4 2017 in Review

IFP Advisors sold out of PIMCO New York Municipal Income Fund (PNF) in Q4 2017, closing a stake of 17,317 shares — an estimated $226K sold.

IFP Advisors first reported a position in PNF in Q1 2017 and held it in 3 quarters. The position peaked at $226K in Q3 2017. 16 funds tracked by Wall St. Rank hold PNF as of Q4 2017.

  • IFP Advisors reported no remaining PIMCO New York Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 17,317 PIMCO New York Municipal Income Fund shares in Q4 2017, an estimated $226K.
  • IFP Advisors first reported a position in PIMCO New York Municipal Income Fund in Q1 2017 and held it in 3 quarters.
  • IFP Advisors's PIMCO New York Municipal Income Fund position peaked at $226K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.