WAS
PGP

WESPAC Advisors SoCal’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

WESPAC Advisors SoCal’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
2020
Q2 		– Sell
-11,792
Closed -$98K – 86
2020
Q1 		$98K Buy
+11,792
New +$129K 0.05% 72

Other funds holding PGP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's PGP Position: Q2 2020 in Review

WESPAC Advisors SoCal sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q2 2020, closing a stake of 11,792 shares — an estimated $98K sold.

WESPAC Advisors SoCal first reported a position in PGP in Q1 2020 and held it in 1 quarter. The position peaked at $98K in Q1 2020. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2020.

  • WESPAC Advisors SoCal reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q2 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 11,792 PIMCO Global StockPLUS & Income Fund shares in Q2 2020, an estimated $98K.
  • WESPAC Advisors SoCal first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2020 and held it in 1 quarter.
  • WESPAC Advisors SoCal's PIMCO Global StockPLUS & Income Fund position peaked at $98K in Q1 2020.
  • 28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2020, filed 17 Jul 2020.