SSG
PKO

Summit Securities Group’s Pimco Income Opportunity Fund PKO Stock Holding History

Summit Securities Group’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
2014
Q2 		– Sell
-914
Closed -$26K – 741
2014
Q1 		$26K Buy
914
+814
+814% +$23.4K 0.02% 222
2013
Q4 		$3K Buy
+100
New +$2.81K ﹤0.01% 424

Other funds holding PKO

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Securities Group's PKO Position: Q2 2014 in Review

Summit Securities Group sold out of Pimco Income Opportunity Fund (PKO) in Q2 2014, closing a stake of 914 shares — an estimated $26K sold.

Summit Securities Group first reported a position in PKO in Q4 2013 and held it in 2 quarters. The position peaked at $26K in Q1 2014. 41 funds tracked by Wall St. Rank hold PKO as of Q2 2014.

  • Summit Securities Group reported no remaining Pimco Income Opportunity Fund position as of Q2 2014 after selling out during the quarter.
  • Summit Securities Group sold 914 Pimco Income Opportunity Fund shares in Q2 2014, an estimated $26K.
  • Summit Securities Group first reported a position in Pimco Income Opportunity Fund in Q4 2013 and held it in 2 quarters.
  • Summit Securities Group's Pimco Income Opportunity Fund position peaked at $26K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2014.

Based on Summit Securities Group's 13F filing for Q2 2014, filed 12 Aug 2014.