Avantax Advisory Services’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-78,598	Closed	-$1.58M	–	1403
2020 Q3	$1.58M	Buy	+78,598	New	+$1.5M	0.03%	406
2020 Q1	–	Sell	-10,625	Closed	-$265K	–	911
2019 Q4	$265K	Buy	+10,625	New	+$267K	0.01%	671

Other funds holding PCI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's PCI Position: Q4 2020 in Review

Avantax Advisory Services sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2020, closing a stake of 78,598 shares — an estimated $1.58M sold.

Avantax Advisory Services first reported a position in PCI in Q4 2019 and held it in 2 quarters. The position peaked at $1.58M in Q3 2020. 183 funds tracked by Wall St. Rank hold PCI as of Q4 2020.

Avantax Advisory Services reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 78,598 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2020, an estimated $1.58M.
Avantax Advisory Services first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 2 quarters.
Avantax Advisory Services's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $1.58M in Q3 2020.
183 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.