United Capital Financial Advisors’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-45,000	Closed	-$692K	–	1346
2017 Q4	$692K	Hold	45,000	–	–	0.01%	878
2017 Q3	$752K	Sell	45,000 -1,003	-2%	-$17.2K	0.01%	847
2017 Q2	$846K	Buy	+46,003	New	+$853K	0.01%	809

Other funds holding PGP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

United Capital Financial Advisors's PGP Position: Q1 2018 in Review

United Capital Financial Advisors sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q1 2018, closing a stake of 45,000 shares — an estimated $692K sold.

United Capital Financial Advisors first reported a position in PGP in Q2 2017 and held it in 3 quarters. The position peaked at $846K in Q2 2017. 29 funds tracked by Wall St. Rank hold PGP as of Q1 2018.

United Capital Financial Advisors reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 45,000 PIMCO Global StockPLUS & Income Fund shares in Q1 2018, an estimated $692K.
United Capital Financial Advisors first reported a position in PIMCO Global StockPLUS & Income Fund in Q2 2017 and held it in 3 quarters.
United Capital Financial Advisors's PIMCO Global StockPLUS & Income Fund position peaked at $846K in Q2 2017.
29 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.