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Piershale Financial Group’s PIMCO High Income Fund PHK Stock Holding History

Piershale Financial Group’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
2016
Q4 		– Sell
-30
Closed – – 106
2016
Q3 		$0 Hold
30
– – ﹤0.01% 167
2016
Q2 		$0 Hold
30
– – ﹤0.01% 154
2016
Q1 		$0 Hold
30
– – ﹤0.01% 186
2015
Q4 		$0 Hold
30
– – ﹤0.01% 210
2015
Q3 		$0 Buy
+30
New +$272 ﹤0.01% 155
2015
Q2 		– Sell
-30
Closed – – 135
2015
Q1 		$0 Hold
30
– – ﹤0.01% 163
2014
Q4 		$0 Hold
30
– – ﹤0.01% 160
2014
Q3 		$0 Hold
30
– – ﹤0.01% 177
2014
Q2 		$0 Hold
30
– – ﹤0.01% 199
2014
Q1 		$0 Hold
30
– – ﹤0.01% 167
2013
Q4 		$0 Hold
30
– – ﹤0.01% 156
2013
Q3 		$0 Buy
+30
New +$353 ﹤0.01% 135

Other funds holding PHK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Piershale Financial Group's PHK Position: Q4 2016 in Review

Piershale Financial Group sold out of PIMCO High Income Fund (PHK) in Q4 2016, closing a stake of 30 shares.

Piershale Financial Group first reported a position in PHK in Q3 2013 and held it in 12 quarters. The position peaked at $0 in Q3 2016. 66 funds tracked by Wall St. Rank hold PHK as of Q4 2016.

  • Piershale Financial Group reported no remaining PIMCO High Income Fund position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 30 PIMCO High Income Fund shares in Q4 2016.
  • Piershale Financial Group first reported a position in PIMCO High Income Fund in Q3 2013 and held it in 12 quarters.
  • Piershale Financial Group's PIMCO High Income Fund position peaked at $0 in Q3 2016.
  • 66 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.