JP Morgan Private Wealth Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

JP Morgan Private Wealth 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
2018 Q2	–	Sell	-59,737	Closed	-$1.56M	–	1570
2018 Q1	$1.56M	Buy	59,737 +200	+0.3%	+$5.15K	0.01%	535
2017 Q4	$1.54M	Sell	59,537 -1,660	-3%	-$43.4K	0.01%	545
2017 Q3	$1.61M	Hold	61,197	–	–	0.01%	515
2017 Q2	$1.64M	Buy	+61,197	New	+$1.59M	0.01%	501

Other funds holding PKO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PKO Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q2 2018, closing a stake of 59,737 shares — an estimated $1.56M sold.

JP Morgan Private Wealth Advisors first reported a position in PKO in Q2 2017 and held it in 4 quarters. The position peaked at $1.64M in Q2 2017. 37 funds tracked by Wall St. Rank hold PKO as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Pimco Income Opportunity Fund position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 59,737 Pimco Income Opportunity Fund shares in Q2 2018, an estimated $1.56M.
JP Morgan Private Wealth Advisors first reported a position in Pimco Income Opportunity Fund in Q2 2017 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Pimco Income Opportunity Fund position peaked at $1.64M in Q2 2017.
37 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.