KCM
PHK

Karp Capital Management’s PIMCO High Income Fund PHK Stock Holding History

Karp Capital Management’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
2019
Q1 		– Sell
-698
Closed -$6K – 300
2018
Q4 		$6K Buy
+698
New +$5.69K ﹤0.01% 291

Other funds holding PHK

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karp Capital Management's PHK Position: Q1 2019 in Review

Karp Capital Management sold out of PIMCO High Income Fund (PHK) in Q1 2019, closing a stake of 698 shares — an estimated $6K sold.

Karp Capital Management first reported a position in PHK in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 90 funds tracked by Wall St. Rank hold PHK as of Q1 2019.

  • Karp Capital Management reported no remaining PIMCO High Income Fund position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 698 PIMCO High Income Fund shares in Q1 2019, an estimated $6K.
  • Karp Capital Management first reported a position in PIMCO High Income Fund in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's PIMCO High Income Fund position peaked at $6K in Q4 2018.
  • 90 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.