VCP
PKO

Verus Capital Partners’s Pimco Income Opportunity Fund PKO Stock Holding History

Verus Capital Partners’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
Q1 		$13K Hold
659
– – ﹤0.01% 934
2019
Q4 		$18K Buy
+659
New +$18K 0.01% 944

Other funds holding PKO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verus Capital Partners's PKO Position: Q1 2020 in Review

Verus Capital Partners held its Pimco Income Opportunity Fund (PKO) position steady in Q1 2020 at 659 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Verus Capital Partners first reported a position in PKO in Q4 2019 and has held it in 2 quarters since. The position peaked at $18K in Q4 2019. 52 funds tracked by Wall St. Rank hold PKO as of Q1 2020.

  • Verus Capital Partners held 659 shares of Pimco Income Opportunity Fund worth $13K as of Q1 2020.
  • Verus Capital Partners left its Pimco Income Opportunity Fund share count unchanged in Q1 2020.
  • Pimco Income Opportunity Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #934 holding.
  • Verus Capital Partners first reported a position in Pimco Income Opportunity Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Pimco Income Opportunity Fund position peaked at $18K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.