Advisornet Financial’s TCW Strategic Income Fund TSI Stock Holding History

Advisornet Financial’s Portfolio TSI Stock Details TSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$3K	–	1999
2021 Q2	$3K	Hold	500	–	–	﹤0.01%	1658
2021 Q1	$3K	Hold	500	–	–	﹤0.01%	1609
2020 Q4	$3K	Hold	500	–	–	﹤0.01%	1521
2020 Q3	$3K	Hold	500	–	–	﹤0.01%	1520
2020 Q2	$3K	Hold	500	–	–	﹤0.01%	1551
2020 Q1	$3K	Sell	500 -518	-51%	-$2.89K	﹤0.01%	1536
2019 Q4	$6K	Hold	1,018	–	–	﹤0.01%	1512
2019 Q3	$6K	Buy	1,018 +518	+104%	+$2.96K	﹤0.01%	1521
2019 Q2	$3K	Hold	500	–	–	﹤0.01%	1482
2019 Q1	$3K	Hold	500	–	–	﹤0.01%	1388
2018 Q4	$3K	Hold	500	–	–	﹤0.01%	1313
2018 Q3	$3K	Hold	500	–	–	﹤0.01%	1339
2018 Q2	$3K	Hold	500	–	–	﹤0.01%	1350
2018 Q1	$3K	Buy	+500	New	+$2.75K	﹤0.01%	1285

Other funds holding TSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Advisornet Financial's TSI Position: Q3 2021 in Review

Advisornet Financial sold out of TCW Strategic Income Fund (TSI) in Q3 2021, closing a stake of 500 shares — an estimated $3K sold.

Advisornet Financial first reported a position in TSI in Q1 2018 and held it in 14 quarters. The position peaked at $6K in Q4 2019. 67 funds tracked by Wall St. Rank hold TSI as of Q3 2021.

Advisornet Financial reported no remaining TCW Strategic Income Fund position as of Q3 2021 after selling out during the quarter.
Advisornet Financial sold 500 TCW Strategic Income Fund shares in Q3 2021, an estimated $3K.
Advisornet Financial first reported a position in TCW Strategic Income Fund in Q1 2018 and held it in 14 quarters.
Advisornet Financial's TCW Strategic Income Fund position peaked at $6K in Q4 2019.
67 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q3 2021.

Based on Advisornet Financial's 13F filing for Q3 2021, filed 15 Oct 2021.