Winslow Evans & Crocker’s PIMCO Income Strategy Fund II PFN Stock Holding History

Winslow Evans & Crocker’s Portfolio PFN Stock Details PFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$5K	Buy	+458	New	+$4.35K	﹤0.01%	1095

Other funds holding PFN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's PFN Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in PIMCO Income Strategy Fund II (PFN) in Q4 2020: 458 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

91 funds tracked by Wall St. Rank hold PFN as of Q4 2020.

Winslow Evans & Crocker held 458 shares of PIMCO Income Strategy Fund II worth $5K as of Q4 2020.
PIMCO Income Strategy Fund II was a new Winslow Evans & Crocker position in Q4 2020.
PIMCO Income Strategy Fund II made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1095 holding.
91 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.