AG
PDX

Advisor Group’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Advisor Group’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$116K Buy
7,000
+5,000
+250% +$82.1K ﹤0.01% 2822
2019
Q3 		$35K Hold
2,000
– – ﹤0.01% 3633
2019
Q2 		$39K Buy
2,000
+1,677
+519% +$34.1K ﹤0.01% 3540
2019
Q1 		$7K Buy
+323
New +$6.65K ﹤0.01% 4534

Other funds holding PDX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Group's PDX Position: Q4 2019 in Review

Advisor Group increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 250% in Q4 2019, buying an estimated $82.1K and bringing the position to 7,000 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Advisor Group first reported a position in PDX in Q1 2019 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold PDX as of Q4 2019.

  • Advisor Group held 7,000 shares of PIMCO Dynamic Income Strategy Fund worth $116K as of Q4 2019.
  • Advisor Group bought 5,000 PIMCO Dynamic Income Strategy Fund shares in Q4 2019, an estimated $82.1K.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2822 holding.
  • Advisor Group first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2019 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.