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Pimco Energy & Tactical shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Pimco Energy & Tactical

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

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Quarterly reported holdings in Pimco Energy & Tactical by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 13k 23.59

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Top funds holding Pimco Energy & Tactical

Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Williams Jones Wealth Management
Royal Bank of Canada
Envestnet Asset Management
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Kovitz Investment Group Partners
Rsm Us Wealth Management
Rareview Capital
Transcend Wealth Collective
Smith, Moore & Co.
Wells Fargo & Company

View all funds holding Pimco Energy & Tactical