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Empirical Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Empirical Wealth Management’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
2019
Q3 		– Sell
-10,884
Closed -$350K – 295
2019
Q2 		$350K Buy
+10,884
New +$349K 0.05% 187

Other funds holding PDI

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Empirical Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2019, closing a stake of 10,884 shares — an estimated $350K sold.

Empirical Wealth Management first reported a position in PDI in Q2 2019 and held it in 1 quarter. The position peaked at $350K in Q2 2019. 119 funds tracked by Wall St. Rank hold PDI as of Q3 2019.

  • Empirical Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q3 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 10,884 PIMCO Dynamic Income Fund shares in Q3 2019, an estimated $350K.
  • Empirical Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q2 2019 and held it in 1 quarter.
  • Empirical Wealth Management's PIMCO Dynamic Income Fund position peaked at $350K in Q2 2019.
  • 119 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2019.

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