GWM
PCI

Gupta Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-391
Closed -$7K – 1314
2015
Q4 		$7K Buy
+391
New +$7.22K ﹤0.01% 977

Other funds holding PCI

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Gupta Wealth Management's PCI Position: Q1 2016 in Review

Gupta Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q1 2016, closing a stake of 391 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in PCI in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 123 funds tracked by Wall St. Rank hold PCI as of Q1 2016.

  • Gupta Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 391 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $7K in Q4 2015.
  • 123 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.