BPWA
PCI

Beacon Pointe Wealth Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$504K Hold
20,000
– – 0.09% 159
2019
Q3 		$490K Buy
+20,000
New +$483K 0.1% 159

Other funds holding PCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PCI Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its PIMCO Dynamic Credit and Mortgage Income Fund (PCI) position steady in Q4 2019 at 20,000 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #159.

Beacon Pointe Wealth Advisors first reported a position in PCI in Q3 2019 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold PCI as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 20,000 shares of PIMCO Dynamic Credit and Mortgage Income Fund worth $504K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its PIMCO Dynamic Credit and Mortgage Income Fund share count unchanged in Q4 2019.
  • PIMCO Dynamic Credit and Mortgage Income Fund made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #159 holding.
  • Beacon Pointe Wealth Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q3 2019 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.