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Doyle Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History

Doyle Wealth Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$2K – 604
2018
Q4 		$2K Buy
+200
New +$1.87K ﹤0.01% 801

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LTFS
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LPL Financial
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AG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Doyle Wealth Management's RCS Position: Q1 2019 in Review

Doyle Wealth Management sold out of PIMCO Strategic Income Fund (RCS) in Q1 2019, closing a stake of 200 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in RCS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 53 funds tracked by Wall St. Rank hold RCS as of Q1 2019.

  • Doyle Wealth Management reported no remaining PIMCO Strategic Income Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 PIMCO Strategic Income Fund shares in Q1 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in PIMCO Strategic Income Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's PIMCO Strategic Income Fund position peaked at $2K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.