Mercer Global Advisors
PHK

Mercer Global Advisors’s PIMCO High Income Fund PHK Stock Holding History

Mercer Global Advisors’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
2025
Q1 		– Sell
-22,460
Closed -$109K – 2231
2024
Q4 		$109K Buy
+22,460
New +$113K ﹤0.01% 2031
2024
Q2 		– Sell
-35,030
Closed -$173K – 2026
2024
Q1 		$173K Buy
+35,030
New +$172K ﹤0.01% 1809

Other funds holding PHK

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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors's PHK Position: Q1 2025 in Review

Mercer Global Advisors sold out of PIMCO High Income Fund (PHK) in Q1 2025, closing a stake of 22,460 shares — an estimated $109K sold.

Mercer Global Advisors first reported a position in PHK in Q1 2024 and held it in 2 quarters. The position peaked at $173K in Q1 2024. 117 funds tracked by Wall St. Rank hold PHK as of Q1 2025.

  • Mercer Global Advisors reported no remaining PIMCO High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 22,460 PIMCO High Income Fund shares in Q1 2025, an estimated $109K.
  • Mercer Global Advisors first reported a position in PIMCO High Income Fund in Q1 2024 and held it in 2 quarters.
  • Mercer Global Advisors's PIMCO High Income Fund position peaked at $173K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.