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Pimco Energy & Tactical shares owned by Brian McDonald

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Pimco Energy & Tactical

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

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Quarterly reported holdings in Pimco Energy & Tactical by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 14k 21.21
2023-09-30 $453k 23k 19.83

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Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Williams Jones Wealth Management
Cohen & Steers Capital Management
Punch & Associates Investment Management
Sit Investment Associates
UBS Group
Morgan Stanley
Royal Bank of Canada
Envestnet Asset Management
Advisors Asset Management
Pathstone Holdings
Stifel Financial
Bank of America Corporation

View all funds holding Pimco Energy & Tactical