CWM
PCI

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

Catamount 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
2019
Q1 		$12K Hold
500
– – 0.01% 137
2018
Q4 		$11K Buy
+500
New +$11.3K 0.01% 132

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HCM
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Catamount Wealth Management's PCI Position: Q1 2019 in Review

Catamount Wealth Management held its PIMCO Dynamic Credit and Mortgage Income Fund (PCI) position steady in Q1 2019 at 500 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #137.

Catamount Wealth Management first reported a position in PCI in Q4 2018 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold PCI as of Q1 2019.

  • Catamount Wealth Management held 500 shares of PIMCO Dynamic Credit and Mortgage Income Fund worth $12K as of Q1 2019.
  • Catamount Wealth Management left its PIMCO Dynamic Credit and Mortgage Income Fund share count unchanged in Q1 2019.
  • PIMCO Dynamic Credit and Mortgage Income Fund made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #137 holding.
  • Catamount Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2018 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.