FMII
PCI

Farmers & Merchants Investments Inc’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-1,300
Closed -$32K – 884
2019
Q3 		$32K Buy
+1,300
New +$31.4K ﹤0.01% 365

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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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 $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's PCI Position: Q4 2019 in Review

Farmers & Merchants Investments Inc sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2019, closing a stake of 1,300 shares — an estimated $32K sold.

Farmers & Merchants Investments Inc first reported a position in PCI in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 182 funds tracked by Wall St. Rank hold PCI as of Q4 2019.

  • Farmers & Merchants Investments Inc reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2019 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,300 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2019, an estimated $32K.
  • Farmers & Merchants Investments Inc first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q3 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $32K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2019.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2019, filed 21 Jan 2020.