Godsey & Gibb Inc’s PIMCO Dynamic Income Fund PDI Stock Holding History

Godsey & Gibb Inc’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 Q2	–	Sell	-94	Closed	-$1.69K	–	376
2023 Q1	$1.69K	Hold	94	–	–	﹤0.01%	307
2022 Q4	$1.74K	Buy	+94	New	+$1.84K	﹤0.01%	267

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

RCM

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

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

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

TWC

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

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Godsey & Gibb Inc's PDI Position: Q2 2023 in Review

Godsey & Gibb Inc sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2023, closing a stake of 94 shares — an estimated $1.69K sold.

Godsey & Gibb Inc first reported a position in PDI in Q4 2022 and held it in 2 quarters. The position peaked at $1.74K in Q4 2022. 243 funds tracked by Wall St. Rank hold PDI as of Q2 2023.

Godsey & Gibb Inc reported no remaining PIMCO Dynamic Income Fund position as of Q2 2023 after selling out during the quarter.
Godsey & Gibb Inc sold 94 PIMCO Dynamic Income Fund shares in Q2 2023, an estimated $1.69K.
Godsey & Gibb Inc first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 2 quarters.
Godsey & Gibb Inc's PIMCO Dynamic Income Fund position peaked at $1.74K in Q4 2022.
243 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2023.

Based on Godsey & Gibb Inc's 13F filing for Q2 2023, filed 25 Jul 2023.