CFA
TSI

Carroll Financial Associates’s TCW Strategic Income Fund TSI Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$14K Buy
2,443
+1,193
+95% +$6.88K ﹤0.01% 1077
2021
Q3 		$7K Hold
1,250
– – ﹤0.01% 1325
2021
Q2 		$7K Hold
1,250
– – ﹤0.01% 1385
2021
Q1 		$7K Hold
1,250
– – ﹤0.01% 1314
2020
Q4 		$7K Hold
1,250
– – ﹤0.01% 1209
2020
Q3 		$7K Hold
1,250
– – ﹤0.01% 1134
2020
Q2 		$6K Hold
1,250
– – ﹤0.01% 1168
2020
Q1 		$6K Hold
1,250
– – ﹤0.01% 1094
2019
Q4 		$7K Buy
+1,250
New +$7.24K ﹤0.01% 1187

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Carroll Financial Associates's TSI Position: Q4 2021 in Review

Carroll Financial Associates increased its TCW Strategic Income Fund (TSI) stake by 95% in Q4 2021, buying an estimated $6.88K and bringing the position to 2,443 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Carroll Financial Associates first reported a position in TSI in Q4 2019 and has held it in 9 quarters since. 60 funds tracked by Wall St. Rank hold TSI as of Q4 2021.

  • Carroll Financial Associates held 2,443 shares of TCW Strategic Income Fund worth $14K as of Q4 2021.
  • Carroll Financial Associates bought 1,193 TCW Strategic Income Fund shares in Q4 2021, an estimated $6.88K.
  • TCW Strategic Income Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1077 holding.
  • Carroll Financial Associates first reported a position in TCW Strategic Income Fund in Q4 2019 and has held it in 9 quarters since.
  • 60 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.