KA
PKO

Kovack Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

Kovack 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
Q3 		– Sell
-8,319
Closed -$227K – 524
2018
Q2 		$227K Buy
+8,319
New +$226K 0.06% 348

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $79.5B AUM 27.1% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Kovack Advisors's PKO Position: Q3 2018 in Review

Kovack Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q3 2018, closing a stake of 8,319 shares — an estimated $227K sold.

Kovack Advisors first reported a position in PKO in Q2 2018 and held it in 1 quarter. The position peaked at $227K in Q2 2018. 39 funds tracked by Wall St. Rank hold PKO as of Q3 2018.

  • Kovack Advisors reported no remaining Pimco Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • Kovack Advisors sold 8,319 Pimco Income Opportunity Fund shares in Q3 2018, an estimated $227K.
  • Kovack Advisors first reported a position in Pimco Income Opportunity Fund in Q2 2018 and held it in 1 quarter.
  • Kovack Advisors's Pimco Income Opportunity Fund position peaked at $227K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q3 2018.

Based on Kovack Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.