PF Currency Strategies Fund
Pacific Funds Series Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2019 → Dec 31, 2019

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2019 Shares Dec 2019 Δ shares End % Δ value
CANADIAN GOVERNMENT BOND 0 4,200,000 4,200,000 6.50% $3.23M
U.S. Treasury Bills 0 2,500,000 2,500,000 5.02% $2.50M
United States Treasury Floating Rate Note 0 1,000,000 1,000,000 2.01% $999.98K
MORGAN STANLEY REGD V/R MTN 2.88325000 0 615,000 615,000 1.25% $620.94K
Wells Fargo Bank NA 0 575,000 575,000 1.16% $578.25K
Goldman Sachs Group Inc/The 0 570,000 570,000 1.15% $574.06K
SOLD ZAR/BOUGHT USD 0 2 2 1.11% $551.09K
VAR.RT. CORP. BONDS 0 435,000 435,000 0.88% $435.89K
Citigroup Inc 0 185,000 185,000 0.37% $186.51K
Duke Energy Corporation Floating, Due 11/26/2021 0 140,000 140,000 0.28% $140.13K
Bank of America Corp 0 70,000 70,000 0.14% $71.04K
GENERAL ELECTRIC CO SR UNSECURED 04/20 VAR 0 55,000 55,000 0.11% $55.07K
Bank of America Corp 0 20,000 20,000 0.04% $20.30K
AT&T Inc. 0 15,000 15,000 0.03% $15.13K
ZAR/USD FWD 20260116 SCBLGB2L 0 6 6 -0.04% -$22.05K
Security Shares Sep 2019 Shares Dec 2019 Δ shares End % Δ value
Canadian Government Bond 5,300,000 0 -5,300,000 0.00% -$3.99M
United States Treasury Bill 10/08/2019 TBLM 1,500,000 0 -1,500,000 0.00% -$1.50M
United States Treasury Bill 10/31/2019 TBLM 1,215,000 0 -1,215,000 0.00% -$1.21M
United States Treasury Bill 10/15/2019 TBLM 1,000,000 0 -1,000,000 0.00% -$999.32K
Westpac Banking Corp. 900,000 0 -900,000 0.00% -$910.52K
Wells Fargo & Co 865,000 0 -865,000 0.00% -$870.48K
Morgan Stanley 840,000 0 -840,000 0.00% -$848.31K
JPMorgan Chase & Co 830,000 0 -830,000 0.00% -$831.15K
Goldman Sachs Group Inc/The 810,000 0 -810,000 0.00% -$817.13K
CATERPILLAR FINL SVCS CORP FRN 3ML+28 09/07/2021 414,000 0 -414,000 0.00% -$414.05K
World Omni Auto Receivables Trust 2019-B 390,000 0 -390,000 0.00% -$391.60K
CATERPILLAR FINL SERVICE REGD V/R MTN 0.59800000 345,000 0 -345,000 0.00% -$345.68K
VAR.RT. CORP. BONDS 320,000 0 -320,000 0.00% -$320.26K
TransCanada PipeLines Ltd 290,000 0 -290,000 0.00% -$289.90K
AIG GLOBAL FUNDING REGD 144A P/P MTN 1.95000000 185,000 0 -185,000 0.00% -$184.99K
GlaxoSmithKline Capital PLC 165,000 0 -165,000 0.00% -$165.27K
Enterprise Products Operating LLC 100,000 0 -100,000 0.00% -$100.02K
US CPI URBAN CONSUMERS NSA 2 0 -2 0.00% $52.53K
Security Shares Sep 2019 Shares Dec 2019 Δ shares End % Δ value
JPMorgan Chase & Co 55,000 625,000 570,000 1.26% $572.41K
ZAR/USD FWD 20260116 MSLNGB2X 1 6 5 0.54% $192.74K
TRI PARTY GOLDMAN SACHS 31 33 2 0.50% $839.26K
RBC TRIPARTY MTGE 8 14 6 0.34% $221.31K
ZAR/USD FWD 20260116 SBOSGB2X 5 7 2 -0.15% -$62.72K
USD/JPY FORWARD 3 4 1 -0.43% -$383.55K
ZOOM COMMUNICATIONS INC CLASS A 25 27 2 -1.39% -$884.77K
Security Shares Sep 2019 Shares Dec 2019 Δ shares End % Δ value
BLKR-LIQ T-INS 16,105,896 13,356,536 -2,749,359 26.84% -$2.75M
United Kingdom Gilt 3,100,000 2,450,000 -650,000 6.57% -$610.97K
United States Treasury Bill 4,000,000 3,250,000 -750,000 6.48% -$722.31K
Bundesrepublik Deutschland Bundesanleihe 3,500,000 2,800,000 -700,000 6.31% -$713.42K
French Republic Government Bond OAT 2,900,000 2,300,000 -600,000 5.20% -$587.45K
Capital One Financial Corp. 665,000 555,000 -110,000 1.13% -$109.45K
NBCUNIVERSAL ENTERPRISE REGD V/R 144A P/P 0.63750000 815,000 555,000 -260,000 1.12% -$260.32K
AT&T INC REGD V/R 1.13375000 800,000 520,000 -280,000 1.06% -$282.19K
VERIZON COMMUNICATIONS INC FRN 3ML+100 03/16/2022 809,000 514,000 -295,000 1.05% -$298.71K
Bank of America Corp 830,000 515,000 -315,000 1.04% -$315.24K
CVS Health Corp 670,000 465,000 -205,000 0.94% -$205.46K
John Deere Capital Corp., Series B 665,000 465,000 -200,000 0.94% -$199.94K
VAR.RT. CORP. BONDS 665,000 465,000 -200,000 0.94% -$199.28K
AXP F 05/17/21 810,000 450,000 -360,000 0.91% -$360.38K
Citigroup Inc 860,000 410,000 -450,000 0.84% -$453.85K
Eastern Energy Gas Holdings LLC 600,000 345,000 -255,000 0.70% -$256.28K
FORDO 2019-B A2B 325,000 318,590 -6,410 0.64% -$6.37K
Ally Auto Receivables Trust, Series 2018-1, Class A3 368,548 291,114 -77,434 0.59% -$77.57K
International Business Machines Corp. 440,000 230,000 -210,000 0.46% -$210.90K
GM Financial Consumer Automobile Receivables Trust 2017-3 274,597 216,014 -58,583 0.43% -$58.51K
VZOT 17-3A A1A 144A 2.06% 04-20-22 230,000 180,630 -49,370 0.36% -$49.32K
ZSCALER INC 5 2 -3 0.32% $547.36K
Nissan Auto Receivables 2019-A Owner Trust 145,000 111,734 -33,266 0.23% -$33.48K
NAVIENT STUDENT LOAN TRUST 2019-1 64,613 49,219 -15,394 0.10% -$15.34K
ZAR/USD FORWARD 10 7 -3 -0.16% -$204.05K
ZAR/USD FORWARD 27 21 -6 -0.67% -$96.26K
Security Shares Sep 2019 Shares Dec 2019 Δ shares End % Δ value
Citibank Credit Card Issuance Trust, Series 2016-A3, Class A3 670,000 670,000 0 1.35% -$4
Royal Bank of Canada 465,000 465,000 0 0.94% $1.36K
VAR.RT. CORP. BONDS 431,000 431,000 0 0.87% $68
CAPITAL ONE MULTI-ASSET EXECUTION TRUST SER 2016-A7 CL A7 V/R REGD 0.59375000 405,000 405,000 0 0.82% -$62
VZOT 18-1A A1B FRN 09-20-22 376,000 376,000 0 0.76% $263
USAA Auto Owner Trust 2019-1 350,000 350,000 0 0.70% $22
FORDL 2019-B A2B 350,000 350,000 0 0.70% $85
VAR.RT. CORP. BONDS 345,000 345,000 0 0.69% -$85
New York Life Global Funding 330,000 330,000 0 0.67% $384
COMET_16-A2 325,000 325,000 0 0.66% $201
VAR.RT. CORP. BONDS 310,000 310,000 0 0.63% -$7
BMW US Capital LLC 300,000 300,000 0 0.60% $126
TORONTO DOMINION SR MTN BK FRN 3ML+43 06/11/2021 295,000 295,000 0 0.60% $147
TOYOTA MOTOR CREDIT CORP SR UNSECURED 01/21 VAR 295,000 295,000 0 0.60% -$106
Anheuser-Busch InBev Finance, Inc. 290,000 290,000 0 0.59% -$528
United Technologies Corp 270,000 270,000 0 0.54% $10
Capital One Multi-Asset Execution Trust 250,000 250,000 0 0.50% $585
Chase Issuance Trust 248,000 248,000 0 0.50% $35
CHASE ISSUANCE TRUST CHAIT 2016 A3 A3 212,000 212,000 0 0.43% -$98
BMW US CAP LLC SR GLBL 144A 22 195,000 195,000 0 0.39% $138
VAR.RT. CORP. BONDS 190,000 190,000 0 0.38% $158
CARDS II TRUST CARD2 2019 1A A 144A 150,000 150,000 0 0.30% $158
Phillips 66 135,000 135,000 0 0.27% $10
EVGRN 2019-1 A 120,000 120,000 0 0.24% -$61
DAIMLER FIN NORTH AMER LLC FRN 3ML+67 11/05/2021 144A 110,000 110,000 0 0.22% $168

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.