CAC
PCI

Certified Advisory Corp’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-1,200
Closed -$27K – 796
2021
Q1 		$27K Buy
+1,200
New +$26K 0.01% 446

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certified Advisory Corp's PCI Position: Q2 2021 in Review

Certified Advisory Corp sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q2 2021, closing a stake of 1,200 shares — an estimated $27K sold.

Certified Advisory Corp first reported a position in PCI in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 184 funds tracked by Wall St. Rank hold PCI as of Q2 2021.

  • Certified Advisory Corp reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 1,200 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q2 2021, an estimated $27K.
  • Certified Advisory Corp first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2021 and held it in 1 quarter.
  • Certified Advisory Corp's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $27K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.