SWMG
PHK

Signature Wealth Management Group’s PIMCO High Income Fund PHK Stock Holding History

Signature Wealth Management Group’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
2018
Q3 		– Sell
-663
Closed -$6K – 344
2018
Q2 		$6K Hold
663
– – ﹤0.01% 234
2018
Q1 		$5K Hold
663
– – ﹤0.01% 246
2017
Q4 		$5K Buy
+663
New +$5.1K ﹤0.01% 257

Other funds holding PHK

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Signature Wealth Management Group's PHK Position: Q3 2018 in Review

Signature Wealth Management Group sold out of PIMCO High Income Fund (PHK) in Q3 2018, closing a stake of 663 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in PHK in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 90 funds tracked by Wall St. Rank hold PHK as of Q3 2018.

  • Signature Wealth Management Group reported no remaining PIMCO High Income Fund position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 663 PIMCO High Income Fund shares in Q3 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in PIMCO High Income Fund in Q4 2017 and held it in 3 quarters.
  • Signature Wealth Management Group's PIMCO High Income Fund position peaked at $6K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.