Cypress Capital Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Cypress Capital Group’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	-12,200	Closed	-$316K	–	327
2021 Q4	$316K	Sell	12,200 -1,900	-13%	-$49.6K	0.04%	251
2021 Q3	$375K	Hold	14,100	–	–	0.05%	228
2021 Q2	$406K	Sell	14,100 -1,000	-7%	-$28.9K	0.06%	229
2021 Q1	$425K	Sell	15,100 -11,300	-43%	-$308K	0.06%	221
2020 Q4	$698K	Buy	+26,400	New	+$676K	0.11%	169

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

Cypress Capital Group's PDI Position: Q1 2022 in Review

Cypress Capital Group sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2022, closing a stake of 12,200 shares — an estimated $316K sold.

Cypress Capital Group first reported a position in PDI in Q4 2020 and held it in 5 quarters. The position peaked at $698K in Q4 2020. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2022.

Cypress Capital Group reported no remaining PIMCO Dynamic Income Fund position as of Q1 2022 after selling out during the quarter.
Cypress Capital Group sold 12,200 PIMCO Dynamic Income Fund shares in Q1 2022, an estimated $316K.
Cypress Capital Group first reported a position in PIMCO Dynamic Income Fund in Q4 2020 and held it in 5 quarters.
Cypress Capital Group's PIMCO Dynamic Income Fund position peaked at $698K in Q4 2020.
239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2022.

Based on Cypress Capital Group's 13F filing for Q1 2022, filed 16 May 2022.