BAM
PDI icon

Bruderman Asset Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bruderman Asset Management’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$16K – 430
2019
Q1 		$16K Hold
500
– – ﹤0.01% 393
2018
Q4 		$15K Buy
+500
New +$15.5K ﹤0.01% 387

Other funds holding PDI

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bruderman Asset Management's PDI Position: Q2 2019 in Review

Bruderman Asset Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2019, closing a stake of 500 shares — an estimated $16K sold.

Bruderman Asset Management first reported a position in PDI in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 112 funds tracked by Wall St. Rank hold PDI as of Q2 2019.

  • Bruderman Asset Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 500 PIMCO Dynamic Income Fund shares in Q2 2019, an estimated $16K.
  • Bruderman Asset Management first reported a position in PIMCO Dynamic Income Fund in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's PIMCO Dynamic Income Fund position peaked at $16K in Q1 2019.
  • 112 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.