SPIA
PKO

Steward Partners Investment Advisory’s Pimco Income Opportunity Fund PKO Stock Holding History

Steward Partners Investment Advisory’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-224
Closed -$4K – 2844
2020
Q1 		$4K Buy
+224
New +$5.78K ﹤0.01% 2187

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Steward Partners Investment Advisory's PKO Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of Pimco Income Opportunity Fund (PKO) in Q2 2020, closing a stake of 224 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in PKO in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 43 funds tracked by Wall St. Rank hold PKO as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining Pimco Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 224 Pimco Income Opportunity Fund shares in Q2 2020, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Pimco Income Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Pimco Income Opportunity Fund position peaked at $4K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.