EWM
PCI

Empirical Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Empirical Wealth Management’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
2019
Q3 		– Sell
-10,838
Closed -$259K – 305
2019
Q2 		$259K Buy
+10,838
New +$258K 0.03% 219

Other funds holding PCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Empirical Wealth Management's PCI Position: Q3 2019 in Review

Empirical Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q3 2019, closing a stake of 10,838 shares — an estimated $259K sold.

Empirical Wealth Management first reported a position in PCI in Q2 2019 and held it in 1 quarter. The position peaked at $259K in Q2 2019. 153 funds tracked by Wall St. Rank hold PCI as of Q3 2019.

  • Empirical Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q3 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 10,838 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q3 2019, an estimated $259K.
  • Empirical Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q2 2019 and held it in 1 quarter.
  • Empirical Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $259K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q3 2019.

Based on Empirical Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.