SS
PCN

Simplicity Solutions’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Simplicity Solutions’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,324
Closed -$154K – 791
2018
Q4 		$154K Buy
+10,324
New +$169K 0.02% 578

Other funds holding PCN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Simplicity Solutions's PCN Position: Q1 2019 in Review

Simplicity Solutions sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q1 2019, closing a stake of 10,324 shares — an estimated $154K sold.

Simplicity Solutions first reported a position in PCN in Q4 2018 and held it in 1 quarter. The position peaked at $154K in Q4 2018. 57 funds tracked by Wall St. Rank hold PCN as of Q1 2019.

  • Simplicity Solutions reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 10,324 PIMCO Corporate & Income Strategy Fund shares in Q1 2019, an estimated $154K.
  • Simplicity Solutions first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's PIMCO Corporate & Income Strategy Fund position peaked at $154K in Q4 2018.
  • 57 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.