HI
TSI

Harbour Investments’s TCW Strategic Income Fund TSI Stock Holding History

Harbour Investments’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
2024
Q2 		– Sell
-12,905
Closed -$62.1K – 3373
2024
Q1 		$62.1K Sell
12,905
-1,103
-8% -$5.18K ﹤0.01% 1430
2023
Q4 		$64.3K Buy
14,008
+181
+1% +$841 ﹤0.01% 1340
2023
Q3 		$63.3K Buy
13,827
+176
+1% +$819 ﹤0.01% 1241
2023
Q2 		$63.2K Buy
13,651
+171
+1% +$801 ﹤0.01% 1258
2023
Q1 		$63.1K Buy
13,480
+381
+3% +$1.87K ﹤0.01% 1251
2022
Q4 		$60.5K Buy
13,099
+308
+2% +$1.45K ﹤0.01% 1223
2022
Q3 		$62K Hold
12,791
– – ﹤0.01% 1180
2022
Q2 		$62K Buy
+12,791
New +$63.3K ﹤0.01% 1180
2021
Q4 		$91K Buy
15,755
+147
+0.9% +$847 0.01% 1013
2021
Q3 		$90K Buy
15,608
+144
+0.9% +$842 ﹤0.01% 1438
2021
Q2 		$92K Sell
15,464
-2,362
-13% -$13.6K ﹤0.01% 1448
2021
Q1 		$101K Buy
+17,826
New +$100K ﹤0.01% 1296

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Harbour Investments's TSI Position: Q2 2024 in Review

Harbour Investments sold out of TCW Strategic Income Fund (TSI) in Q2 2024, closing a stake of 12,905 shares — an estimated $62.1K sold.

Harbour Investments first reported a position in TSI in Q1 2021 and held it in 12 quarters. The position peaked at $101K in Q1 2021. 67 funds tracked by Wall St. Rank hold TSI as of Q2 2024.

  • Harbour Investments reported no remaining TCW Strategic Income Fund position as of Q2 2024 after selling out during the quarter.
  • Harbour Investments sold 12,905 TCW Strategic Income Fund shares in Q2 2024, an estimated $62.1K.
  • Harbour Investments first reported a position in TCW Strategic Income Fund in Q1 2021 and held it in 12 quarters.
  • Harbour Investments's TCW Strategic Income Fund position peaked at $101K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2024.

Based on Harbour Investments's 13F filing for Q2 2024, filed 26 Jul 2024.