AWM
PCI

Atticus Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-450
Closed -$8K – 328
2020
Q2 		$8K Hold
450
– – 0.01% 258
2020
Q1 		$8K Sell
450
-3
-0.7% -$69 0.01% 244
2019
Q4 		$11K Buy
+453
New +$11.4K 0.01% 249

Other funds holding PCI

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atticus Wealth Management's PCI Position: Q3 2020 in Review

Atticus Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q3 2020, closing a stake of 450 shares — an estimated $8K sold.

Atticus Wealth Management first reported a position in PCI in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 156 funds tracked by Wall St. Rank hold PCI as of Q3 2020.

  • Atticus Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q3 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 450 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q3 2020, an estimated $8K.
  • Atticus Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 3 quarters.
  • Atticus Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $11K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q3 2020.

Based on Atticus Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.