Coe Capital Management, LLC - PIMCO INCOME STRATEGY FUND I ownership

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PIMCO INCOME STRATEGY FUND I's ticker is PFN and the CUSIP is 72201J104. A total of 107 filers reported holding PIMCO INCOME STRATEGY FUND I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of PIMCO INCOME STRATEGY FUND I
ValueSharesWeighting
Q3 2014$1,998,000,000
+104892.1%
158,034
+5.5%
0.74%
+9.0%
Q2 2014$1,903,000
+5.3%
149,746
+3.3%
0.68%
+29.0%
Q1 2014$1,808,000
+5.9%
144,999
+4.2%
0.53%
-11.4%
Q4 2013$1,707,000–139,200–0.60%–
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Other shareholders
PIMCO INCOME STRATEGY FUND I shareholders Q3 2023
NameSharesValueWeighting ↓
Consolidated Portfolio Review Corp 358,609$2,571,2230.70%
Semus Wealth Partners LLC 79,334$568,8220.61%
EverSource Wealth Advisors, LLC 579,511$4,155,0940.52%
Shaker Financial Services, LLC 163,305$1,181,2750.52%
Financial Alternatives, Inc 59,028$423,2310.41%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,077,061$7,722,5270.37%
Addison Capital Co 67,947$4870.37%
St. Louis Financial Planners Asset Management, LLC 25,000$179,2500.20%
Atomi Financial Group, Inc. 40,763$292,2700.16%
Penserra Capital Management LLC 1,051,696$7,5400.16%
View complete list of PIMCO INCOME STRATEGY FUND I shareholders