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Atticus Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Atticus Wealth Management’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
2020
Q2 		– Sell
-2
Closed – – 313
2020
Q1 		$0 Hold
2
– – ﹤0.01% 394
2019
Q4 		$0 Buy
+2
New +$66 ﹤0.01% 400

Other funds holding PDI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atticus Wealth Management's PDI Position: Q2 2020 in Review

Atticus Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2020, closing a stake of 2 shares.

Atticus Wealth Management first reported a position in PDI in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 110 funds tracked by Wall St. Rank hold PDI as of Q2 2020.

  • Atticus Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 2 PIMCO Dynamic Income Fund shares in Q2 2020.
  • Atticus Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's PIMCO Dynamic Income Fund position peaked at $0 in Q1 2020.
  • 110 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2020.

Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.