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Pimco Energy & Tactical shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Energy & Tactical by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 58k 21.21
2023-12-31 $971k 47k 20.48
2019-12-31 $766k 47k 16.49

More positions owned by Family Management Corporation

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Amazon (AMZN)
Ishares Tr Blackrock Ultra (ICSH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Family Management Corporation

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Morgan Stanley
Williams Jones Wealth Management
Cohen & Steers Capital Management
Royal Bank of Canada
Envestnet Asset Management
Stifel Financial
Advisors Asset Management
Pathstone Holdings
Bank of America Corporation
Hollencrest Securities
Atlas Wealth
Rsm Us Wealth Management

View all funds holding Pimco Energy & Tactical