American Financial Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

American Financial Advisors’s Portfolio PCI Stock Details PCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,894	Closed	-$217K	–	108
2019 Q4	$217K	Sell	8,894 -2,141	-19%	-$53.7K	0.04%	88
2019 Q3	$270K	Sell	11,035 -2,554	-19%	-$61.7K	0.05%	77
2019 Q2	$324K	Sell	13,589 -933	-6%	-$22.2K	0.06%	75
2019 Q1	$340K	Buy	14,522 +253	+2%	+$5.79K	0.07%	81
2018 Q4	$300K	Buy	+14,269	New	+$322K	0.07%	72

Other funds holding PCI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

American Financial Advisors's PCI Position: Q1 2020 in Review

American Financial Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q1 2020, closing a stake of 8,894 shares — an estimated $217K sold.

American Financial Advisors first reported a position in PCI in Q4 2018 and held it in 5 quarters. The position peaked at $340K in Q1 2019. 168 funds tracked by Wall St. Rank hold PCI as of Q1 2020.

American Financial Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q1 2020 after selling out during the quarter.
American Financial Advisors sold 8,894 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q1 2020, an estimated $217K.
American Financial Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2018 and held it in 5 quarters.
American Financial Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $340K in Q1 2019.
168 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q1 2020.

Based on American Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.