SS
PGP

Sunbelt Securities’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Sunbelt Securities’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
2020
Q1 		– Sell
-10,387
Closed -$124K – 588
2019
Q4 		$124K Buy
10,387
+59
+0.6% +$686 0.01% 571
2019
Q3 		$119K Buy
+10,328
New +$123K 0.01% 544

Other funds holding PGP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sunbelt Securities's PGP Position: Q1 2020 in Review

Sunbelt Securities sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q1 2020, closing a stake of 10,387 shares — an estimated $124K sold.

Sunbelt Securities first reported a position in PGP in Q3 2019 and held it in 2 quarters. The position peaked at $124K in Q4 2019. 33 funds tracked by Wall St. Rank hold PGP as of Q1 2020.

  • Sunbelt Securities reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 10,387 PIMCO Global StockPLUS & Income Fund shares in Q1 2020, an estimated $124K.
  • Sunbelt Securities first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's PIMCO Global StockPLUS & Income Fund position peaked at $124K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.