TFS
PKO

TrustCore Financial Services’s Pimco Income Opportunity Fund PKO Stock Holding History

TrustCore Financial Services’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
Q3 		– Sell
-230
Closed -$5K – 967
2020
Q2 		$5K Buy
+230
New +$4.88K ﹤0.01% 724

Other funds holding PKO

Morgan Stanley
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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

TrustCore Financial Services's PKO Position: Q3 2020 in Review

TrustCore Financial Services sold out of Pimco Income Opportunity Fund (PKO) in Q3 2020, closing a stake of 230 shares — an estimated $5K sold.

TrustCore Financial Services first reported a position in PKO in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 43 funds tracked by Wall St. Rank hold PKO as of Q3 2020.

  • TrustCore Financial Services reported no remaining Pimco Income Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 230 Pimco Income Opportunity Fund shares in Q3 2020, an estimated $5K.
  • TrustCore Financial Services first reported a position in Pimco Income Opportunity Fund in Q2 2020 and held it in 1 quarter.
  • TrustCore Financial Services's Pimco Income Opportunity Fund position peaked at $5K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.