WAM
PFL

Wealthspire Advisors (Maryland)’s PIMCO Income Strategy Fund PFL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-603,378
Closed -$603K – 487
2019
Q4 		$603K Buy
+603,378
New +$7.04M 0.04% 244
2019
Q3 		– Sell
-500,000
Closed -$500K – 482
2019
Q2 		$500K Hold
500,000
– – 0.04% 254
2019
Q1 		$500K Hold
500,000
– – 0.04% 252
2018
Q4 		$500K Hold
500,000
– – 0.04% 222
2018
Q3 		$500K Hold
500,000
– – 0.04% 247
2018
Q2 		$500K Buy
+500,000
New +$6M 0.05% 238

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFL Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of PIMCO Income Strategy Fund (PFL) in Q1 2020, closing a stake of 603,378 shares — an estimated $603K sold.

Wealthspire Advisors (Maryland) first reported a position in PFL in Q2 2018 and held it in 6 quarters. The position peaked at $603K in Q4 2019. 54 funds tracked by Wall St. Rank hold PFL as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining PIMCO Income Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 603,378 PIMCO Income Strategy Fund shares in Q1 2020, an estimated $603K.
  • Wealthspire Advisors (Maryland) first reported a position in PIMCO Income Strategy Fund in Q2 2018 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s PIMCO Income Strategy Fund position peaked at $603K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.