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Money Concepts Capital’s PIMCO Income Strategy Fund PFL Stock Holding History

Money Concepts Capital’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,600
Closed -$13K – 2190
2022
Q4 		$13K Buy
+1,600
New +$13.2K ﹤0.01% 1886

Other funds holding PFL

GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's PFL Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO Income Strategy Fund (PFL) in Q1 2023, closing a stake of 1,600 shares — an estimated $13K sold.

Money Concepts Capital first reported a position in PFL in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 59 funds tracked by Wall St. Rank hold PFL as of Q1 2023.

  • Money Concepts Capital reported no remaining PIMCO Income Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,600 PIMCO Income Strategy Fund shares in Q1 2023, an estimated $13K.
  • Money Concepts Capital first reported a position in PIMCO Income Strategy Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's PIMCO Income Strategy Fund position peaked at $13K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.