EWM
TSI

Edge Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Edge Wealth Management’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-869
Closed -$5K – 483
2014
Q4 		$5K Hold
869
– – ﹤0.01% 345
2014
Q3 		$5K Hold
869
– – ﹤0.01% 346
2014
Q2 		$5K Hold
869
– – ﹤0.01% 326
2014
Q1 		$5K Hold
869
– – ﹤0.01% 323
2013
Q4 		$5K Hold
869
– – ﹤0.01% 298
2013
Q3 		$5K Buy
+869
New +$4.67K ﹤0.01% 271

Other funds holding TSI

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Wealth Management's TSI Position: Q1 2015 in Review

Edge Wealth Management sold out of TCW Strategic Income Fund (TSI) in Q1 2015, closing a stake of 869 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in TSI in Q3 2013 and held it in 6 quarters. The position peaked at $5K in Q4 2014. 61 funds tracked by Wall St. Rank hold TSI as of Q1 2015.

  • Edge Wealth Management reported no remaining TCW Strategic Income Fund position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 869 TCW Strategic Income Fund shares in Q1 2015, an estimated $5K.
  • Edge Wealth Management first reported a position in TCW Strategic Income Fund in Q3 2013 and held it in 6 quarters.
  • Edge Wealth Management's TCW Strategic Income Fund position peaked at $5K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.