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Bay Colony Advisors’s TCW Strategic Income Fund TSI Stock Holding History

Bay Colony Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,119
Closed -$62.2K – 482
2024
Q3 		$62.2K Buy
12,119
+2,010
+20% +$10K 0.01% 426
2024
Q2 		$47.9K Sell
10,109
-12,357
-55% -$57.4K 0.01% 418
2024
Q1 		$108K Buy
+22,466
New +$106K 0.02% 391

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bay Colony Advisors's TSI Position: Q4 2024 in Review

Bay Colony Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2024, closing a stake of 12,119 shares — an estimated $62.2K sold.

Bay Colony Advisors first reported a position in TSI in Q1 2024 and held it in 3 quarters. The position peaked at $108K in Q1 2024. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2024.

  • Bay Colony Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Bay Colony Advisors sold 12,119 TCW Strategic Income Fund shares in Q4 2024, an estimated $62.2K.
  • Bay Colony Advisors first reported a position in TCW Strategic Income Fund in Q1 2024 and held it in 3 quarters.
  • Bay Colony Advisors's TCW Strategic Income Fund position peaked at $108K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2024.

Based on Bay Colony Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.