PVWM
PKO

Point View Wealth Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Point View Wealth Management’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,558
Closed -$236K – 280
2018
Q3 		$236K Buy
+8,558
New +$235K 0.1% 224

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Point View Wealth Management's PKO Position: Q4 2018 in Review

Point View Wealth Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2018, closing a stake of 8,558 shares — an estimated $236K sold.

Point View Wealth Management first reported a position in PKO in Q3 2018 and held it in 1 quarter. The position peaked at $236K in Q3 2018. 43 funds tracked by Wall St. Rank hold PKO as of Q4 2018.

  • Point View Wealth Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Point View Wealth Management sold 8,558 Pimco Income Opportunity Fund shares in Q4 2018, an estimated $236K.
  • Point View Wealth Management first reported a position in Pimco Income Opportunity Fund in Q3 2018 and held it in 1 quarter.
  • Point View Wealth Management's Pimco Income Opportunity Fund position peaked at $236K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2018.

Based on Point View Wealth Management's 13F filing for Q4 2018, filed 7 Feb 2019.