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Kowal Investment Group’s PIMCO High Income Fund PHK Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-7,490
Closed -$47K – 702
2021
Q3 		$47K Buy
+7,490
New +$50.6K 0.01% 251

Other funds holding PHK

Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kowal Investment Group's PHK Position: Q4 2021 in Review

Kowal Investment Group sold out of PIMCO High Income Fund (PHK) in Q4 2021, closing a stake of 7,490 shares — an estimated $47K sold.

Kowal Investment Group first reported a position in PHK in Q3 2021 and held it in 1 quarter. The position peaked at $47K in Q3 2021. 109 funds tracked by Wall St. Rank hold PHK as of Q4 2021.

  • Kowal Investment Group reported no remaining PIMCO High Income Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 7,490 PIMCO High Income Fund shares in Q4 2021, an estimated $47K.
  • Kowal Investment Group first reported a position in PIMCO High Income Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's PIMCO High Income Fund position peaked at $47K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.