Loeb Partners Corp’s Pimco Income Opportunity Fund PKO Stock Holding History

Loeb Partners Corp’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
2019 Q2	–	Sell	-900	Closed	-$24K	–	155
2019 Q1	$24K	Hold	900	–	–	0.49%	55
2018 Q4	$23K	Buy	+900	New	+$22.9K	0.01%	204

Other funds holding PKO

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loeb Partners Corp's PKO Position: Q2 2019 in Review

Loeb Partners Corp sold out of Pimco Income Opportunity Fund (PKO) in Q2 2019, closing a stake of 900 shares — an estimated $24K sold.

Loeb Partners Corp first reported a position in PKO in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 43 funds tracked by Wall St. Rank hold PKO as of Q2 2019.

Loeb Partners Corp reported no remaining Pimco Income Opportunity Fund position as of Q2 2019 after selling out during the quarter.
Loeb Partners Corp sold 900 Pimco Income Opportunity Fund shares in Q2 2019, an estimated $24K.
Loeb Partners Corp first reported a position in Pimco Income Opportunity Fund in Q4 2018 and held it in 2 quarters.
Loeb Partners Corp's Pimco Income Opportunity Fund position peaked at $24K in Q1 2019.
43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.