WIM
PHK

Westside Investment Management’s PIMCO High Income Fund PHK Stock Holding History

Westside Investment Management’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,000
Closed -$15.1K – 842
2018
Q1 		$15.1K Hold
2,000
– – 0.01% 449
2017
Q4 		$15.7K Hold
2,000
– – 0.01% 467
2017
Q3 		$16.5K Hold
2,000
– – 0.01% 432
2017
Q2 		$17.5K Buy
+2,000
New +$17.5K 0.01% 409

Other funds holding PHK

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 $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Westside Investment Management's PHK Position: Q2 2018 in Review

Westside Investment Management sold out of PIMCO High Income Fund (PHK) in Q2 2018, closing a stake of 2,000 shares — an estimated $15.1K sold.

Westside Investment Management first reported a position in PHK in Q2 2017 and held it in 4 quarters. The position peaked at $17.5K in Q2 2017. 86 funds tracked by Wall St. Rank hold PHK as of Q2 2018.

  • Westside Investment Management reported no remaining PIMCO High Income Fund position as of Q2 2018 after selling out during the quarter.
  • Westside Investment Management sold 2,000 PIMCO High Income Fund shares in Q2 2018, an estimated $15.1K.
  • Westside Investment Management first reported a position in PIMCO High Income Fund in Q2 2017 and held it in 4 quarters.
  • Westside Investment Management's PIMCO High Income Fund position peaked at $17.5K in Q2 2017.
  • 86 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.