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PIMCO Corporate Opportunity Fund shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of PIMCO Corporate Opportunity Fund (PTY) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in PIMCO Corporate Opportunity Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Corporate Opportunity Fund held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Corporate Opportunity Fund by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 262k 13.24
2023-09-30 $3.3M 255k 13.07
2023-06-30 $3.5M 249k 14.00
2023-03-31 $3.0M 242k 12.47
2022-12-31 $3.1M 255k 12.01

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Vanguard Index Fds Total Stk Mkt (VTI)
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Alphabet Cap Stk Cl A (GOOGL)
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PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding PIMCO Corporate Opportunity Fund

Commonwealth Equity Services
Penserra Capital Management
PFG Investments
Advisor Group Holdings
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Proequities
Private Advisor
Sym Financial Corporation
Accel Wealth Management
Nelson, Van Denburg & Campbell Wealth Management
Evergreen Wealth Management
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions

View all funds holding PIMCO Corporate Opportunity Fund