WP
PCN

WealthShield Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

WealthShield Partners’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-733
Closed -$14K – 578
2021
Q2 		$14K Hold
733
– – ﹤0.01% 709
2021
Q1 		$13K Buy
+733
New +$12.6K ﹤0.01% 759

Other funds holding PCN

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return

WealthShield Partners's PCN Position: Q3 2021 in Review

WealthShield Partners sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2021, closing a stake of 733 shares — an estimated $14K sold.

WealthShield Partners first reported a position in PCN in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 69 funds tracked by Wall St. Rank hold PCN as of Q3 2021.

  • WealthShield Partners reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 733 PIMCO Corporate & Income Strategy Fund shares in Q3 2021, an estimated $14K.
  • WealthShield Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's PIMCO Corporate & Income Strategy Fund position peaked at $14K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.