SWP
PGP

Stratos Wealth Partners’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Stratos Wealth Partners’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,500
Closed -$22K – 2030
2018
Q3 		$22K Buy
+1,500
New +$22.6K ﹤0.01% 1835

Other funds holding PGP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stratos Wealth Partners's PGP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q4 2018, closing a stake of 1,500 shares — an estimated $22K sold.

Stratos Wealth Partners first reported a position in PGP in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 28 funds tracked by Wall St. Rank hold PGP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,500 PIMCO Global StockPLUS & Income Fund shares in Q4 2018, an estimated $22K.
  • Stratos Wealth Partners first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's PIMCO Global StockPLUS & Income Fund position peaked at $22K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.