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PCM Fund
PCM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First Foundation Advisors
1
First Foundation Advisors
California
USD 7.55 M -USD 199 k -18,695 -3%
Advisor Group
2
Advisor Group
Arizona
USD 2.84 M -USD 13.6 k -1,275 -0.5%
Horizon Kinetics
3
Horizon Kinetics
New York
USD 2.4 M -USD 57.2 k -5,373 -2%
Bank of America
4
Bank of America
North Carolina
USD 1.15 M +USD 963 k +90,458 +776%
Morgan Stanley
5
Morgan Stanley
New York
USD 647 k -USD 38.2 k -3,586 -6%
Bessemer Group
6
Bessemer Group
New Jersey
USD 640 k – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 562 k +USD 6.17 k +579 +1%
Guggenheim Capital
8
Guggenheim Capital
Illinois
USD 506 k -USD 79.7 k -7,488 -14%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 401 k -USD 216 k -20,315 -36%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
USD 178 k – – –
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 177 k – – –
Wells Fargo
12
Wells Fargo
California
USD 144 k +USD 32 k +3,000 +31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 64 k +USD 60.7 k +5,700 Nuevas
UBS Group
14
UBS Group
Switzerland
USD 48 k -USD 42.3 k -3,971 -48%
North Star Investment Management
15
North Star Investment Management
Illinois
USD 39 k – – –
IFP Advisors
16
IFP Advisors
Florida
USD 36 k +USD 24.7 k +2,316 +257%
Citigroup
17
Citigroup
New York
USD 16 k +USD 15 k +1,405 Nuevas
Creative Planning
18
Creative Planning
Kansas
USD 15 k +USD 13.8 k +1,300 Nuevas
Next Financial Group
19
Next Financial Group
Texas
USD 7 k – – –
Tradewinds Capital Management
20
Tradewinds Capital Management
Washington
USD 5 k +USD 4.85 k +455 Nuevas
WealthPLAN Partners
21
WealthPLAN Partners
Nebraska
– -USD 10.3 k -1,000 Cerradas