BCA
PCM

Benchmark Capital Advisors’s PCM Fund PCM Stock Holding History

Benchmark Capital Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,400
Closed -$115K – 124
2015
Q4 		$115K Hold
12,400
– – 0.1% 111
2015
Q3 		$118K Hold
12,400
– – 0.1% 118
2015
Q2 		$125K Hold
12,400
– – 0.09% 121
2015
Q1 		$131K Hold
12,400
– – 0.09% 121
2014
Q4 		$132K Hold
12,400
– – 0.09% 116
2014
Q3 		$138K Hold
12,400
– – 0.1% 115
2014
Q2 		$152K Hold
12,400
– – 0.1% 115
2014
Q1 		$151K Hold
12,400
– – 0.1% 115
2013
Q4 		$144K Hold
12,400
– – 0.1% 115
2013
Q3 		$142K Hold
12,400
– – 0.1% 119
2013
Q2 		$145K Buy
+12,400
New +$158K 0.11% 122

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Benchmark Capital Advisors's PCM Position: Q1 2016 in Review

Benchmark Capital Advisors sold out of PCM Fund (PCM) in Q1 2016, closing a stake of 12,400 shares — an estimated $115K sold.

Benchmark Capital Advisors first reported a position in PCM in Q2 2013 and held it in 11 quarters. The position peaked at $152K in Q2 2014. 21 funds tracked by Wall St. Rank hold PCM as of Q1 2016.

  • Benchmark Capital Advisors reported no remaining PCM Fund position as of Q1 2016 after selling out during the quarter.
  • Benchmark Capital Advisors sold 12,400 PCM Fund shares in Q1 2016, an estimated $115K.
  • Benchmark Capital Advisors first reported a position in PCM Fund in Q2 2013 and held it in 11 quarters.
  • Benchmark Capital Advisors's PCM Fund position peaked at $152K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held PCM Fund as of Q1 2016.

Based on Benchmark Capital Advisors's 13F filing for Q1 2016, filed 10 May 2016.