WA
PKO

WFG Advisors’s Pimco Income Opportunity Fund PKO Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-395
Closed -$11K – 2383
2014
Q3 		$11K Buy
395
+8
+2% +$229 ﹤0.01% 1486
2014
Q2 		$11K Buy
387
+7
+2% +$202 ﹤0.01% 1473
2014
Q1 		$11K Buy
380
+15
+4% +$431 ﹤0.01% 1454
2013
Q4 		$10K Buy
365
+8
+2% +$224 ﹤0.01% 1602
2013
Q3 		$10K Buy
357
+7
+2% +$191 ﹤0.01% 1546
2013
Q2 		$10K Buy
+350
New +$10.6K ﹤0.01% 1477

Other funds holding PKO

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
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

WFG Advisors's PKO Position: Q4 2014 in Review

WFG Advisors sold out of Pimco Income Opportunity Fund (PKO) in Q4 2014, closing a stake of 395 shares — an estimated $11K sold.

WFG Advisors first reported a position in PKO in Q2 2013 and held it in 6 quarters. The position peaked at $11K in Q3 2014. 44 funds tracked by Wall St. Rank hold PKO as of Q4 2014.

  • WFG Advisors reported no remaining Pimco Income Opportunity Fund position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 395 Pimco Income Opportunity Fund shares in Q4 2014, an estimated $11K.
  • WFG Advisors first reported a position in Pimco Income Opportunity Fund in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Pimco Income Opportunity Fund position peaked at $11K in Q3 2014.
  • 44 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.