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Cedar Brook Financial Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Cedar Brook Financial Partners’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
2022
Q1 		– Sell
-7,905
Closed -$205K – 391
2021
Q4 		$205K Buy
+7,905
New +$207K 0.05% 360

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Cedar Brook Financial Partners's PDI Position: Q1 2022 in Review

Cedar Brook Financial Partners sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2022, closing a stake of 7,905 shares — an estimated $205K sold.

Cedar Brook Financial Partners first reported a position in PDI in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2022.

  • Cedar Brook Financial Partners reported no remaining PIMCO Dynamic Income Fund position as of Q1 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,905 PIMCO Dynamic Income Fund shares in Q1 2022, an estimated $205K.
  • Cedar Brook Financial Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 1 quarter.
  • Cedar Brook Financial Partners's PIMCO Dynamic Income Fund position peaked at $205K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2022, filed 6 Apr 2022.