MCP
PTY icon

Mirador Capital Partners’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Mirador Capital Partners’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-36,494
Closed -$693K – 159
2019
Q4 		$693K Buy
36,494
+26,205
+255% +$484K 0.28% 84
2019
Q3 		$187K Buy
+10,289
New +$187K 0.08% 162

Other funds holding PTY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirador Capital Partners's PTY Position: Q1 2020 in Review

Mirador Capital Partners sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2020, closing a stake of 36,494 shares — an estimated $693K sold.

Mirador Capital Partners first reported a position in PTY in Q3 2019 and held it in 2 quarters. The position peaked at $693K in Q4 2019. 116 funds tracked by Wall St. Rank hold PTY as of Q1 2020.

  • Mirador Capital Partners reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Mirador Capital Partners sold 36,494 PIMCO Corporate & Income Opportunity Fund shares in Q1 2020, an estimated $693K.
  • Mirador Capital Partners first reported a position in PIMCO Corporate & Income Opportunity Fund in Q3 2019 and held it in 2 quarters.
  • Mirador Capital Partners's PIMCO Corporate & Income Opportunity Fund position peaked at $693K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2020.

Based on Mirador Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.