HFA
RCS

HC Financial Advisors’s PIMCO Strategic Income Fund RCS Stock Holding History

HC Financial Advisors’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,140
Closed -$36K – 359
2020
Q4 		$36K Sell
5,140
-2,610
-34% -$17.2K 0.02% 160
2020
Q3 		$50K Hold
7,750
– – 0.04% 122
2020
Q2 		$49K Hold
7,750
– – 0.04% 113
2020
Q1 		$47K Buy
+7,750
New +$63.7K 0.04% 113

Other funds holding RCS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

HC Financial Advisors's RCS Position: Q1 2021 in Review

HC Financial Advisors sold out of PIMCO Strategic Income Fund (RCS) in Q1 2021, closing a stake of 5,140 shares — an estimated $36K sold.

HC Financial Advisors first reported a position in RCS in Q1 2020 and held it in 4 quarters. The position peaked at $50K in Q3 2020. 67 funds tracked by Wall St. Rank hold RCS as of Q1 2021.

  • HC Financial Advisors reported no remaining PIMCO Strategic Income Fund position as of Q1 2021 after selling out during the quarter.
  • HC Financial Advisors sold 5,140 PIMCO Strategic Income Fund shares in Q1 2021, an estimated $36K.
  • HC Financial Advisors first reported a position in PIMCO Strategic Income Fund in Q1 2020 and held it in 4 quarters.
  • HC Financial Advisors's PIMCO Strategic Income Fund position peaked at $50K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2021.

Based on HC Financial Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.