Inspire Advisors’s PIMCO High Income Fund PHK Stock Holding History

Inspire Advisors’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
2021 Q1	–	Sell	-75	Closed	–	–	551
2020 Q4	$0	Buy	+75	New	+$427	﹤0.01%	810

Other funds holding PHK

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Inspire Advisors's PHK Position: Q1 2021 in Review

Inspire Advisors sold out of PIMCO High Income Fund (PHK) in Q1 2021, closing a stake of 75 shares.

Inspire Advisors first reported a position in PHK in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 98 funds tracked by Wall St. Rank hold PHK as of Q1 2021.

Inspire Advisors reported no remaining PIMCO High Income Fund position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 75 PIMCO High Income Fund shares in Q1 2021.
Inspire Advisors first reported a position in PIMCO High Income Fund in Q4 2020 and held it in 1 quarter.
Inspire Advisors's PIMCO High Income Fund position peaked at $0 in Q4 2020.
98 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.