PMFA
PHK

Plante Moran Financial Advisors’s PIMCO High Income Fund PHK Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-300
Closed -$2K – 1019
2022
Q2 		$2K Buy
+300
New +$1.68K ﹤0.01% 834

Other funds holding PHK

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RCM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's PHK Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of PIMCO High Income Fund (PHK) in Q3 2022, closing a stake of 300 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in PHK in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 98 funds tracked by Wall St. Rank hold PHK as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining PIMCO High Income Fund position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 PIMCO High Income Fund shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in PIMCO High Income Fund in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's PIMCO High Income Fund position peaked at $2K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.