BAM
TSI

Belpointe Asset Management’s TCW Strategic Income Fund TSI Stock Holding History

Belpointe Asset 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
2017
Q4 		– Sell
-42,965
Closed -$249K – 500
2017
Q3 		$249K Buy
+42,965
New +$244K 0.06% 355

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SIA
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Morgan Stanley
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FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Belpointe Asset Management's TSI Position: Q4 2017 in Review

Belpointe Asset Management sold out of TCW Strategic Income Fund (TSI) in Q4 2017, closing a stake of 42,965 shares — an estimated $249K sold.

Belpointe Asset Management first reported a position in TSI in Q3 2017 and held it in 1 quarter. The position peaked at $249K in Q3 2017. 66 funds tracked by Wall St. Rank hold TSI as of Q4 2017.

  • Belpointe Asset Management reported no remaining TCW Strategic Income Fund position as of Q4 2017 after selling out during the quarter.
  • Belpointe Asset Management sold 42,965 TCW Strategic Income Fund shares in Q4 2017, an estimated $249K.
  • Belpointe Asset Management first reported a position in TCW Strategic Income Fund in Q3 2017 and held it in 1 quarter.
  • Belpointe Asset Management's TCW Strategic Income Fund position peaked at $249K in Q3 2017.
  • 66 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2017.

Based on Belpointe Asset Management's 13F filing for Q4 2017, filed 15 Feb 2018.