LWCFA
PFL

Loring Wolcott & Coolidge Fiduciary Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020
Q1 		– Sell
-2,628
Closed -$31K – 691
2019
Q4 		$31K Buy
+2,628
New +$30.6K ﹤0.01% 477

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 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 $312M AUM 20.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PFL Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q1 2020, closing a stake of 2,628 shares — an estimated $31K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFL in Q4 2019 and held it in 1 quarter. The position peaked at $31K in Q4 2019. 54 funds tracked by Wall St. Rank hold PFL as of Q1 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PIMCO Income Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,628 PIMCO Income Strategy Fund shares in Q1 2020, an estimated $31K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PIMCO Income Strategy Fund in Q4 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PIMCO Income Strategy Fund position peaked at $31K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.