WCM
PKO

Windsor Capital Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-100
Closed -$2K – 594
2015
Q3 		$2K Buy
+100
New +$2.33K ﹤0.01% 537

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Windsor Capital Management's PKO Position: Q4 2015 in Review

Windsor Capital Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2015, closing a stake of 100 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in PKO in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 45 funds tracked by Wall St. Rank hold PKO as of Q4 2015.

  • Windsor Capital Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 100 Pimco Income Opportunity Fund shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in Pimco Income Opportunity Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Pimco Income Opportunity Fund position peaked at $2K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.