MWC
PKO

MBM Wealth Consultants’s Pimco Income Opportunity Fund PKO Stock Holding History

MBM Wealth Consultants’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
2021
Q2 		– Sell
-6,849
Closed -$180K – 279
2021
Q1 		$180K Buy
+6,849
New +$175K 0.09% 96

Other funds holding PKO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MBM Wealth Consultants's PKO Position: Q2 2021 in Review

MBM Wealth Consultants sold out of Pimco Income Opportunity Fund (PKO) in Q2 2021, closing a stake of 6,849 shares — an estimated $180K sold.

MBM Wealth Consultants first reported a position in PKO in Q1 2021 and held it in 1 quarter. The position peaked at $180K in Q1 2021. 50 funds tracked by Wall St. Rank hold PKO as of Q2 2021.

  • MBM Wealth Consultants reported no remaining Pimco Income Opportunity Fund position as of Q2 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 6,849 Pimco Income Opportunity Fund shares in Q2 2021, an estimated $180K.
  • MBM Wealth Consultants first reported a position in Pimco Income Opportunity Fund in Q1 2021 and held it in 1 quarter.
  • MBM Wealth Consultants's Pimco Income Opportunity Fund position peaked at $180K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2021.

Based on MBM Wealth Consultants's 13F filing for Q2 2021, filed 13 Aug 2021.