FIRST FOUNDATION ADVISORS - PIMCO INCOME STRATEGY FUND ownership

PIMCO INCOME STRATEGY FUND's ticker is PFL and the CUSIP is 72201H108. A total of 54 filers reported holding PIMCO INCOME STRATEGY FUND in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of PIMCO INCOME STRATEGY FUND
ValueSharesWeighting
Q3 2019$155,000
-7.2%
13,580
-4.0%
0.01%
-11.1%
Q2 2019$167,000
+3.1%
14,1510.0%0.01%
-10.0%
Q1 2019$162,000
+5.2%
14,1510.0%0.01%0.0%
Q4 2018$154,000
-7.8%
14,1510.0%0.01%
+11.1%
Q3 2018$167,000
-50.7%
14,151
-50.6%
0.01%
-55.0%
Q2 2018$339,000
-4.5%
28,644
-5.6%
0.02%0.0%
Q1 2018$355,000
+0.3%
30,3460.0%0.02%
+5.3%
Q4 2017$354,000
-3.8%
30,3460.0%0.02%
-9.5%
Q3 2017$368,000
-57.0%
30,346
-58.2%
0.02%
-58.0%
Q2 2017$856,000
+2.6%
72,521
-2.9%
0.05%
-3.8%
Q1 2017$834,000
+5.6%
74,7210.0%0.05%0.0%
Q4 2016$790,000
-11.3%
74,721
-10.4%
0.05%
-16.1%
Q3 2016$891,000
-1.0%
83,357
-4.9%
0.06%
-4.6%
Q2 2016$900,000
+7.4%
87,6160.0%0.06%
+6.6%
Q1 2016$838,000
-1.6%
87,616
+0.2%
0.06%
+5.2%
Q4 2015$852,000
+222.7%
87,477
+220.9%
0.06%
+163.6%
Q3 2015$264,000
-39.7%
27,259
-32.5%
0.02%
-37.1%
Q2 2015$438,000
-4.8%
40,3690.0%0.04%
-7.9%
Q1 2015$460,000
-0.9%
40,369
+2.3%
0.04%
-7.3%
Q4 2014$464,000
-1.5%
39,4540.0%0.04%
-12.8%
Q3 2014$471,000
+46.3%
39,454
+51.0%
0.05%
+34.3%
Q2 2014$322,000
-24.6%
26,127
-28.3%
0.04%
-34.0%
Q1 2014$427,000
+3.6%
36,4270.0%0.05%
-3.6%
Q4 2013$412,000
-2.1%
36,4270.0%0.06%
-15.4%
Q3 2013$421,000
-7.9%
36,427
-4.7%
0.06%
-27.8%
Q2 2013$457,00038,2090.09%
Other shareholders
PIMCO INCOME STRATEGY FUND shareholders Q2 2013
NameSharesValueWeighting ↓
Semus Wealth Partners LLC 83,728$642,1970.60%
Shaker Financial Services, LLC 163,603$1,262,1010.59%
Armor Investment Advisors, LLC 46,557$357,0920.21%
Moser Wealth Advisors, LLC 26,919$206,4670.14%
Fortitude Advisory Group L.L.C. 12,498$95,8600.06%
Western Wealth Management, LLC 53,878$413,2420.04%
Consolidated Portfolio Review Corp 17,577$134,8150.03%
GUGGENHEIM CAPITAL LLC 344,479$2,642,1540.02%
Apollon Wealth Management, LLC 58,213$446,4940.02%
SHUFRO ROSE & CO LLC 23,600$181,0120.02%
View complete list of PIMCO INCOME STRATEGY FUND shareholders