SVWA
PCN

Sound View Wealth Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Sound View Wealth Advisors’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 		$313K Hold
18,185
– – 0.1% 180
2018
Q4 		$271K Buy
+18,185
New +$298K 0.1% 185

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

Sound View Wealth Advisors's PCN Position: Q1 2019 in Review

Sound View Wealth Advisors held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q1 2019 at 18,185 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #180.

Sound View Wealth Advisors first reported a position in PCN in Q4 2018 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold PCN as of Q1 2019.

  • Sound View Wealth Advisors held 18,185 shares of PIMCO Corporate & Income Strategy Fund worth $313K as of Q1 2019.
  • Sound View Wealth Advisors left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q1 2019.
  • PIMCO Corporate & Income Strategy Fund made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #180 holding.
  • Sound View Wealth Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2018 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.