EWG Elevate’s PIMCO Dynamic Income Fund PDI Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-2,106	Closed	-$38.9K	–	566
2022 Q4	$38.9K	Buy	+2,106	New	+$41.3K	0.02%	203

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

EWG Elevate's PDI Position: Q1 2023 in Review

EWG Elevate sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2023, closing a stake of 2,106 shares — an estimated $38.9K sold.

EWG Elevate first reported a position in PDI in Q4 2022 and held it in 1 quarter. The position peaked at $38.9K in Q4 2022. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2023.

EWG Elevate reported no remaining PIMCO Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 2,106 PIMCO Dynamic Income Fund shares in Q1 2023, an estimated $38.9K.
EWG Elevate first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 1 quarter.
EWG Elevate's PIMCO Dynamic Income Fund position peaked at $38.9K in Q4 2022.
239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.