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Sequoia Financial Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Sequoia Financial Advisors’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14,971
Closed -$258K – 162
2013
Q4 		$258K Buy
+14,971
New +$268K 0.21% 108

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Invesco
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RCM
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BFG
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GI
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NPC
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sequoia Financial Advisors's PTY Position: Q1 2014 in Review

Sequoia Financial Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2014, closing a stake of 14,971 shares — an estimated $258K sold.

Sequoia Financial Advisors first reported a position in PTY in Q4 2013 and held it in 1 quarter. The position peaked at $258K in Q4 2013. 86 funds tracked by Wall St. Rank hold PTY as of Q1 2014.

  • Sequoia Financial Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,971 PIMCO Corporate & Income Opportunity Fund shares in Q1 2014, an estimated $258K.
  • Sequoia Financial Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2013 and held it in 1 quarter.
  • Sequoia Financial Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $258K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2014.

Based on Sequoia Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.