CSIC
PCI

Clifford Swan Investment Counsel’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Clifford Swan Investment Counsel’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
2020
Q1 		– Sell
-8,000
Closed -$202K – 324
2019
Q4 		$202K Buy
+8,000
New +$201K 0.01% 309

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Royal Bank of Canada
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MGAM
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State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Clifford Swan Investment Counsel's PCI Position: Q1 2020 in Review

Clifford Swan Investment Counsel sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q1 2020, closing a stake of 8,000 shares — an estimated $202K sold.

Clifford Swan Investment Counsel first reported a position in PCI in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 168 funds tracked by Wall St. Rank hold PCI as of Q1 2020.

  • Clifford Swan Investment Counsel reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q1 2020 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 8,000 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q1 2020, an estimated $202K.
  • Clifford Swan Investment Counsel first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $202K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q1 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2020, filed 9 Apr 2020.