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Altus Wealth Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Altus Wealth Group’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,670
Closed -$44K – 605
2020
Q4 		$44K Buy
+1,670
New +$42.8K 0.04% 242

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Altus Wealth Group's PDI Position: Q1 2021 in Review

Altus Wealth Group sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2021, closing a stake of 1,670 shares — an estimated $44K sold.

Altus Wealth Group first reported a position in PDI in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 136 funds tracked by Wall St. Rank hold PDI as of Q1 2021.

  • Altus Wealth Group reported no remaining PIMCO Dynamic Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,670 PIMCO Dynamic Income Fund shares in Q1 2021, an estimated $44K.
  • Altus Wealth Group first reported a position in PIMCO Dynamic Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's PIMCO Dynamic Income Fund position peaked at $44K in Q4 2020.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.