VWA
PFL

V Wealth Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

V Wealth Advisors’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$24K – 563
2017
Q2 		$24K Buy
+2,000
New +$23.2K 0.01% 422

Other funds holding PFL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

V Wealth Advisors's PFL Position: Q3 2017 in Review

V Wealth Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q3 2017, closing a stake of 2,000 shares — an estimated $24K sold.

V Wealth Advisors first reported a position in PFL in Q2 2017 and held it in 1 quarter. The position peaked at $24K in Q2 2017. 37 funds tracked by Wall St. Rank hold PFL as of Q3 2017.

  • V Wealth Advisors reported no remaining PIMCO Income Strategy Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 2,000 PIMCO Income Strategy Fund shares in Q3 2017, an estimated $24K.
  • V Wealth Advisors first reported a position in PIMCO Income Strategy Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's PIMCO Income Strategy Fund position peaked at $24K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.