KJWM
PFL

Kiley Juergens Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-1,066
Closed – – 472
2018
Q3 		$0 Hold
1,066
– – ﹤0.01% 729
2018
Q2 		$0 Buy
+1,066
New +$12.8K ﹤0.01% 666
2018
Q1 		– Sell
-1,066
Closed – – 453
2017
Q4 		$0 Buy
+1,066
New +$12.6K ﹤0.01% 695

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kiley Juergens Wealth Management's PFL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of PIMCO Income Strategy Fund (PFL) in Q4 2018, closing a stake of 1,066 shares.

Kiley Juergens Wealth Management first reported a position in PFL in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 45 funds tracked by Wall St. Rank hold PFL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining PIMCO Income Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,066 PIMCO Income Strategy Fund shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in PIMCO Income Strategy Fund in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's PIMCO Income Strategy Fund position peaked at $0 in Q3 2018.
  • 45 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.