PWM
PCN

Paulson Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Paulson Wealth Management’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$9K – 400
2017
Q4 		$9K Buy
+500
New +$8.48K 0.01% 380

Other funds holding PCN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paulson Wealth Management's PCN Position: Q1 2018 in Review

Paulson Wealth Management sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q1 2018, closing a stake of 500 shares — an estimated $9K sold.

Paulson Wealth Management first reported a position in PCN in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 58 funds tracked by Wall St. Rank hold PCN as of Q1 2018.

  • Paulson Wealth Management reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 500 PIMCO Corporate & Income Strategy Fund shares in Q1 2018, an estimated $9K.
  • Paulson Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $9K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.