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Nachman Norwood & Parrott’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-2,000
Closed -$33K – 834
2020
Q3 		$33K Buy
+2,000
New +$31.7K ﹤0.01% 529

Other funds holding PTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nachman Norwood & Parrott's PTY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q4 2020, closing a stake of 2,000 shares — an estimated $33K sold.

Nachman Norwood & Parrott first reported a position in PTY in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 116 funds tracked by Wall St. Rank hold PTY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 2,000 PIMCO Corporate & Income Opportunity Fund shares in Q4 2020, an estimated $33K.
  • Nachman Norwood & Parrott first reported a position in PIMCO Corporate & Income Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's PIMCO Corporate & Income Opportunity Fund position peaked at $33K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.