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Pimco Energy & Tactical shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 493k 21.21
2023-12-31 $9.0M 438k 20.48

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View all positions for Pathstone Holdings

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