Meristem Family Wealth’s Pimco Income Opportunity Fund PKO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-56,851
Closed -$1.39M 441
2021
Q3
$1.39M Buy
+56,851
New +$1.48M 0.13% 91

Meristem Family Wealth's PKO Position: Q4 2021 in Review

Meristem Family Wealth sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 56,851 shares — an estimated $1.39M sold.

Meristem Family Wealth first reported a position in PKO in Q3 2021 and held it in 1 quarter. The position peaked at $1.39M in Q3 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Meristem Family Wealth reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 56,851 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $1.39M.
  • Meristem Family Wealth first reported a position in Pimco Income Opportunity Fund in Q3 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Pimco Income Opportunity Fund position peaked at $1.39M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.