BWM
PCI

Benchmark Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Benchmark Wealth Management’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
2020
Q2 		– Sell
-10,111
Closed -$170K – 51
2020
Q1 		$170K Sell
10,111
-700
-6% -$16.2K 0.17% 44
2019
Q4 		$272K Buy
+10,811
New +$271K 0.23% 40

Other funds holding PCI

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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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Benchmark Wealth Management's PCI Position: Q2 2020 in Review

Benchmark Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q2 2020, closing a stake of 10,111 shares — an estimated $170K sold.

Benchmark Wealth Management first reported a position in PCI in Q4 2019 and held it in 2 quarters. The position peaked at $272K in Q4 2019. 161 funds tracked by Wall St. Rank hold PCI as of Q2 2020.

  • Benchmark Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q2 2020 after selling out during the quarter.
  • Benchmark Wealth Management sold 10,111 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q2 2020, an estimated $170K.
  • Benchmark Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 2 quarters.
  • Benchmark Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $272K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2020.

Based on Benchmark Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.