NFH
PHK

NEXT Financial Holdings’s PIMCO High Income Fund PHK Stock Holding History

NEXT Financial Holdings’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$185K Buy
+20,530
New +$178K 0.05% 381

Other funds holding PHK

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEXT Financial Holdings's PHK Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in PIMCO High Income Fund (PHK) in Q1 2019: 20,530 shares worth $185K. The stake represents 0.05% of the portfolio and ranks #381 among its holdings.

90 funds tracked by Wall St. Rank hold PHK as of Q1 2019.

  • NEXT Financial Holdings held 20,530 shares of PIMCO High Income Fund worth $185K as of Q1 2019.
  • PIMCO High Income Fund was a new NEXT Financial Holdings position in Q1 2019.
  • PIMCO High Income Fund made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #381 holding.
  • 90 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.