RMAM
PHK

Raab & Moskowitz Asset Management’s PIMCO High Income Fund PHK Stock Holding History

Raab & Moskowitz Asset Management’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
2020
Q1 		– Sell
-500
Closed -$3K – 410
2019
Q4 		$3K Buy
+500
New +$3.83K ﹤0.01% 485
2018
Q4 		– Sell
-500
Closed -$4K – 408
2018
Q3 		$4K Buy
+500
New +$4.36K ﹤0.01% 479

Other funds holding PHK

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's PHK Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of PIMCO High Income Fund (PHK) in Q1 2020, closing a stake of 500 shares — an estimated $3K sold.

Raab & Moskowitz Asset Management first reported a position in PHK in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 93 funds tracked by Wall St. Rank hold PHK as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining PIMCO High Income Fund position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 500 PIMCO High Income Fund shares in Q1 2020, an estimated $3K.
  • Raab & Moskowitz Asset Management first reported a position in PIMCO High Income Fund in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's PIMCO High Income Fund position peaked at $4K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.