APP
PCI

Avantax Planning Partners’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-505
Closed -$12K – 1326
2018
Q3 		$12K Buy
+505
New +$12.2K ﹤0.01% 841
2018
Q2 		– Sell
-3,157
Closed -$72K – 1658
2018
Q1 		$72K Buy
+3,157
New +$70.9K 0.01% 461

Other funds holding PCI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avantax Planning Partners's PCI Position: Q4 2018 in Review

Avantax Planning Partners sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2018, closing a stake of 505 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in PCI in Q1 2018 and held it in 2 quarters. The position peaked at $72K in Q1 2018. 153 funds tracked by Wall St. Rank hold PCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 505 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $72K in Q1 2018.
  • 153 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.