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Pimco Energy & Tactical shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 14k 21.21
2023-12-31 $264k 13k 20.48

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View all positions for Cornerstone Wealth Management

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Punch & Associates Investment Management
UBS Group
Royal Bank of Canada
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Stifel Financial
Wells Fargo & Company
Almitas Capital
Hollencrest Securities
Relative Value Partners
Rsm Us Wealth Management

View all funds holding Pimco Energy & Tactical