Blue Bell Private Wealth Management »

Pimco Energy & Tactical shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Energy & Tactical by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 15k 21.21
2023-12-31 $78k 3.8k 20.48

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Williams Jones Wealth Management
Cohen & Steers Capital Management
Punch & Associates Investment Management
Sit Investment Associates
UBS Group
Morgan Stanley
Royal Bank of Canada
Envestnet Asset Management
Advisors Asset Management
Pathstone Holdings
Stifel Financial
Bank of America Corporation

View all funds holding Pimco Energy & Tactical