Koshinski Asset Management
PFL

Koshinski Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-1,200
Closed -$12.2K – 1566
2022
Q1 		$12.2K Hold
1,200
– – ﹤0.01% 1551
2021
Q4 		$13.2K Hold
1,200
– – ﹤0.01% 1555
2021
Q3 		$13.9K Buy
+1,200
New +$15K ﹤0.01% 1568

Other funds holding PFL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Koshinski Asset Management's PFL Position: Q2 2022 in Review

Koshinski Asset Management sold out of PIMCO Income Strategy Fund (PFL) in Q2 2022, closing a stake of 1,200 shares — an estimated $12.2K sold.

Koshinski Asset Management first reported a position in PFL in Q3 2021 and held it in 3 quarters. The position peaked at $13.9K in Q3 2021. 61 funds tracked by Wall St. Rank hold PFL as of Q2 2022.

  • Koshinski Asset Management reported no remaining PIMCO Income Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,200 PIMCO Income Strategy Fund shares in Q2 2022, an estimated $12.2K.
  • Koshinski Asset Management first reported a position in PIMCO Income Strategy Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's PIMCO Income Strategy Fund position peaked at $13.9K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.