Comprehensive Financial Consultants Institutional’s PIMCO Dynamic Income Fund PDI Stock Holding History

Comprehensive Financial Consultants Institutional’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	-5	Closed	–	–	388
2021 Q4	$0	Buy	+5	New	+$131	﹤0.01%	501

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PDI Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2022, closing a stake of 5 shares.

Comprehensive Financial Consultants Institutional first reported a position in PDI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining PIMCO Dynamic Income Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 5 PIMCO Dynamic Income Fund shares in Q1 2022.
Comprehensive Financial Consultants Institutional first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's PIMCO Dynamic Income Fund position peaked at $0 in Q4 2021.
239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.