MA
PKO

MJP Associates’s Pimco Income Opportunity Fund PKO Stock Holding History

MJP Associates’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
Q1 		– Sell
-8,087
Closed -$204K – 136
2020
Q4 		$204K Buy
+8,087
New +$194K 0.09% 118

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MJP Associates's PKO Position: Q1 2021 in Review

MJP Associates sold out of Pimco Income Opportunity Fund (PKO) in Q1 2021, closing a stake of 8,087 shares — an estimated $204K sold.

MJP Associates first reported a position in PKO in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 58 funds tracked by Wall St. Rank hold PKO as of Q1 2021.

  • MJP Associates reported no remaining Pimco Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • MJP Associates sold 8,087 Pimco Income Opportunity Fund shares in Q1 2021, an estimated $204K.
  • MJP Associates first reported a position in Pimco Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
  • MJP Associates's Pimco Income Opportunity Fund position peaked at $204K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2021.

Based on MJP Associates's 13F filing for Q1 2021, filed 4 May 2021.