GRP
TSI

Global Retirement Partners’s TCW Strategic Income Fund TSI Stock Holding History

Global Retirement Partners’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,500
Closed -$48K – 1899
2020
Q4 		$48K Hold
8,500
– – 0.01% 738
2020
Q3 		$48K Hold
8,500
– – 0.01% 656
2020
Q2 		$46K Hold
8,500
– – 0.01% 668
2020
Q1 		$44K Hold
8,500
– – 0.01% 599
2019
Q4 		$49K Buy
+8,500
New +$49.2K 0.01% 650

Other funds holding TSI

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NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's TSI Position: Q1 2021 in Review

Global Retirement Partners sold out of TCW Strategic Income Fund (TSI) in Q1 2021, closing a stake of 8,500 shares — an estimated $48K sold.

Global Retirement Partners first reported a position in TSI in Q4 2019 and held it in 5 quarters. The position peaked at $49K in Q4 2019. 68 funds tracked by Wall St. Rank hold TSI as of Q1 2021.

  • Global Retirement Partners reported no remaining TCW Strategic Income Fund position as of Q1 2021 after selling out during the quarter.
  • Global Retirement Partners sold 8,500 TCW Strategic Income Fund shares in Q1 2021, an estimated $48K.
  • Global Retirement Partners first reported a position in TCW Strategic Income Fund in Q4 2019 and held it in 5 quarters.
  • Global Retirement Partners's TCW Strategic Income Fund position peaked at $49K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2021.

Based on Global Retirement Partners's 13F filing for Q1 2021, filed 14 Apr 2021.