BWM
TSI

Baystate Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$22.9K Buy
+5,000
New +$23.2K ﹤0.01% 528

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baystate Wealth Management's TSI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in TCW Strategic Income Fund (TSI) in Q4 2023: 5,000 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

72 funds tracked by Wall St. Rank hold TSI as of Q4 2023.

  • Baystate Wealth Management held 5,000 shares of TCW Strategic Income Fund worth $22.9K as of Q4 2023.
  • TCW Strategic Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • TCW Strategic Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #528 holding.
  • 72 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.