Strategic Wealth Advisors Group, LLC Pimco Corporate & Income Strategy Fund Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Sep 17, 2018	SELL	$16.54 - $17.98 $477,377 - $518,938	-28,862 Closed	0 $0
Q1 2018 May 08, 2018	BUY	$16.05 - $17.66 $23,336 - $25,677	1,454 Added 5.31%	28,862 $478,000
Q4 2017 Mar 08, 2018	BUY	$16.28 - $17.39 $446,202 - $476,625	27,408	27,408 $470,000

Others Institutions Holding PCN

# of Institutions

83

Shares Held

6.82M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

751K
Shares

$10 Million
0.33% of portfolio
Morgan Stanley New York, NY

691K
Shares

$9.2 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

594K
Shares

$7.9 Million
0.06% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

542K
Shares

$7.22 Million
0.22% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

390K
Shares

$5.19 Million
1.58% of portfolio

About PIMCO CORPORATE & INCOME STRATEGY FUND

Ticker PCN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO Corporate & Income Strategy Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in the fixed income markets of the United States. The fund invests in securities of companies that operate acro...

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