IF
PFL

Ironwood Financial’s PIMCO Income Strategy Fund PFL Stock Holding History

Ironwood Financial’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$5K – 275
2016
Q4 		$5K Hold
500
– – ﹤0.01% 208
2016
Q3 		$5K Hold
500
– – ﹤0.01% 206
2016
Q2 		$5K Hold
500
– – ﹤0.01% 206
2016
Q1 		$5K Buy
+500
New +$4.63K ﹤0.01% 210
2015
Q3 		$5K Sell
500
-150
-23% -$1.53K ﹤0.01% 266
2015
Q2 		$7K Hold
650
– – ﹤0.01% 219
2015
Q1 		$7K Buy
+650
New +$7.59K ﹤0.01% 225

Other funds holding PFL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ironwood Financial's PFL Position: Q1 2017 in Review

Ironwood Financial sold out of PIMCO Income Strategy Fund (PFL) in Q1 2017, closing a stake of 500 shares — an estimated $5K sold.

Ironwood Financial first reported a position in PFL in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q2 2015. 44 funds tracked by Wall St. Rank hold PFL as of Q1 2017.

  • Ironwood Financial reported no remaining PIMCO Income Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Ironwood Financial sold 500 PIMCO Income Strategy Fund shares in Q1 2017, an estimated $5K.
  • Ironwood Financial first reported a position in PIMCO Income Strategy Fund in Q1 2015 and held it in 7 quarters.
  • Ironwood Financial's PIMCO Income Strategy Fund position peaked at $7K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2017.

Based on Ironwood Financial's 13F filing for Q1 2017, filed 1 May 2017.