AF
TSI

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

Affiance 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
2019
Q4 		– Sell
-16,270
Closed -$92K – 144
2019
Q3 		$92K Buy
+16,270
New +$93.1K 0.06% 93

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Affiance Financial's TSI Position: Q4 2019 in Review

Affiance Financial sold out of TCW Strategic Income Fund (TSI) in Q4 2019, closing a stake of 16,270 shares — an estimated $92K sold.

Affiance Financial first reported a position in TSI in Q3 2019 and held it in 1 quarter. The position peaked at $92K in Q3 2019. 63 funds tracked by Wall St. Rank hold TSI as of Q4 2019.

  • Affiance Financial reported no remaining TCW Strategic Income Fund position as of Q4 2019 after selling out during the quarter.
  • Affiance Financial sold 16,270 TCW Strategic Income Fund shares in Q4 2019, an estimated $92K.
  • Affiance Financial first reported a position in TCW Strategic Income Fund in Q3 2019 and held it in 1 quarter.
  • Affiance Financial's TCW Strategic Income Fund position peaked at $92K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2019.

Based on Affiance Financial's 13F filing for Q4 2019, filed 16 Jan 2020.