GI
PCI

Gradient Investments’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Gradient Investments’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
2021
Q3 		– Sell
-2,000
Closed -$45K – 1298
2021
Q2 		$45K Buy
+2,000
New +$45.1K ﹤0.01% 481
2018
Q2 		– Sell
-153
Closed -$4K – 1181
2018
Q1 		$4K Buy
+153
New +$3.44K ﹤0.01% 761

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Gradient Investments's PCI Position: Q3 2021 in Review

Gradient Investments sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q3 2021, closing a stake of 2,000 shares — an estimated $45K sold.

Gradient Investments first reported a position in PCI in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2021. 176 funds tracked by Wall St. Rank hold PCI as of Q3 2021.

  • Gradient Investments reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q3 2021 after selling out during the quarter.
  • Gradient Investments sold 2,000 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q3 2021, an estimated $45K.
  • Gradient Investments first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2018 and held it in 2 quarters.
  • Gradient Investments's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $45K in Q2 2021.
  • 176 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.