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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

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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.