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Pimco Energy & Tactical shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Pimco Energy & Tactical

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All positions including Pimco Energy & Tactical held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 209k 23.14

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

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
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Atlas Wealth
Kovitz Investment Group Partners

View all funds holding Pimco Energy & Tactical