Pimco Energy & Tactical shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Pimco Energy & Tactical
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Quarterly reported holdings in Pimco Energy & Tactical by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 49k | 24.93 |
| 2025-06-30 | $1.4M | 56k | 24.65 |
| 2025-03-31 | $1.4M | 56k | 24.54 |
| 2024-12-31 | $1.6M | 63k | 26.13 |
| 2024-09-30 | $1.5M | 63k | 23.59 |
| 2024-06-30 | $1.4M | 62k | 22.28 |
| 2024-03-31 | $1.4M | 64k | 21.21 |
| 2023-12-31 | $1.4M | 67k | 20.48 |
| 2023-09-30 | $1.4M | 73k | 19.83 |
| 2023-06-30 | $1.9M | 119k | 15.76 |
| 2023-03-31 | $1.7M | 120k | 14.60 |
| 2022-12-31 | $1.5M | 102k | 14.94 |
| 2022-09-30 | $1.4M | 104k | 13.53 |
| 2022-06-30 | $1.4M | 109k | 12.84 |
| 2022-03-31 | $1.7M | 117k | 14.83 |
| 2021-12-31 | $1.7M | 131k | 12.88 |
| 2021-09-30 | $2.5M | 205k | 12.21 |
| 2021-06-30 | $4.2M | 336k | 12.50 |
| 2021-03-31 | $4.2M | 404k | 10.35 |
| 2020-12-31 | $3.6M | 443k | 8.08 |
| 2020-09-30 | $4.0M | 639k | 6.19 |
| 2020-06-30 | $4.9M | 698k | 7.06 |
| 2020-03-31 | $3.6M | 662k | 5.37 |
| 2019-12-31 | $11M | 656k | 16.50 |
| 2019-09-30 | $13M | 764k | 17.51 |
| 2019-06-30 | $11M | 554k | 19.63 |
| 2019-03-31 | $11M | 522k | 20.37 |