MWPCG
PHK

Measured Wealth Private Client Group’s PIMCO High Income Fund PHK Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-500
Closed -$4K – 528
2018
Q3 		$4K Buy
+500
New +$4.36K ﹤0.01% 722

Other funds holding PHK

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Measured Wealth Private Client Group's PHK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of PIMCO High Income Fund (PHK) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Measured Wealth Private Client Group first reported a position in PHK in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 86 funds tracked by Wall St. Rank hold PHK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining PIMCO High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 500 PIMCO High Income Fund shares in Q4 2018, an estimated $4K.
  • Measured Wealth Private Client Group first reported a position in PIMCO High Income Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's PIMCO High Income Fund position peaked at $4K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.