PIMCO INCOME OPPORTUNITY FD's ticker is PKO and the CUSIP is 72202B100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $25,000 | -10.7% | 1,000 | 0.0% | 0.00% | – |
| Q3 2014 | $28,000 | -3.4% | 1,000 | 0.0% | 0.00% | – |
| Q2 2014 | $29,000 | +3.6% | 1,000 | 0.0% | 0.00% | – |
| Q1 2014 | $28,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2013 | $28,000 | +3.7% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $27,000 | -6.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $29,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wagner Wealth Management, LLC | 179,706 | $4,726,000 | 3.71% |
| Anfield Capital Management, LLC | 46,714 | $1,229,000 | 0.49% |
| MRA Advisory Group | 11,366 | $299,000 | 0.28% |
| FOUNDERS FINANCIAL SECURITIES LLC | 22,200 | $584,000 | 0.14% |
| Insight Advisors, LLC/ PA | 12,500 | $338,000 | 0.11% |
| Sigma Planning Corp | 122,577 | $3,224,000 | 0.10% |
| MBM Wealth Consultants, LLC | 6,849 | $180,000 | 0.09% |
| Pensionmark Financial Group, LLC | 13,192 | $346,000 | 0.08% |
| Financial Sense Advisors, Inc. | 8,210 | $216,000 | 0.07% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 33,369 | $878,000 | 0.06% |