RFN
PHK

RDA Financial Network’s PIMCO High Income Fund PHK Stock Holding History

RDA Financial Network’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
2019
Q3 		– Sell
-10,096
Closed -$82K – 249
2019
Q2 		$82K Buy
+10,096
New +$79.4K 0.04% 224

Other funds holding PHK

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
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RDA Financial Network's PHK Position: Q3 2019 in Review

RDA Financial Network sold out of PIMCO High Income Fund (PHK) in Q3 2019, closing a stake of 10,096 shares — an estimated $82K sold.

RDA Financial Network first reported a position in PHK in Q2 2019 and held it in 1 quarter. The position peaked at $82K in Q2 2019. 86 funds tracked by Wall St. Rank hold PHK as of Q3 2019.

  • RDA Financial Network reported no remaining PIMCO High Income Fund position as of Q3 2019 after selling out during the quarter.
  • RDA Financial Network sold 10,096 PIMCO High Income Fund shares in Q3 2019, an estimated $82K.
  • RDA Financial Network first reported a position in PIMCO High Income Fund in Q2 2019 and held it in 1 quarter.
  • RDA Financial Network's PIMCO High Income Fund position peaked at $82K in Q2 2019.
  • 86 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2019.

Based on RDA Financial Network's 13F filing for Q3 2019, filed 20 Nov 2019.