FBT
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Founders Bank & Trust’s PIMCO Dynamic Income Fund PDI Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$82K Hold
2,663
– – 0.04% 153
2014
Q3 		$84K Hold
2,663
– – 0.05% 149
2014
Q2 		$91K Sell
2,663
-1,103
-29% -$35.9K 0.05% 143
2014
Q1 		$114K Sell
3,766
-3,992
-51% -$121K 0.07% 116
2013
Q4 		$235K Buy
+7,758
New +$227K 0.14% 85

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HK
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GC
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Cohen & Steers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
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Bessemer Group
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HCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return