HFA
TSI

HC Financial Advisors’s TCW Strategic Income Fund TSI Stock Holding History

HC Financial Advisors’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
2020
Q4 		– Sell
-9,520
Closed -$54K – 396
2020
Q3 		$54K Buy
+9,520
New +$54.5K 0.04% 117

Other funds holding TSI

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HC Financial Advisors's TSI Position: Q4 2020 in Review

HC Financial Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2020, closing a stake of 9,520 shares — an estimated $54K sold.

HC Financial Advisors first reported a position in TSI in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 71 funds tracked by Wall St. Rank hold TSI as of Q4 2020.

  • HC Financial Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2020 after selling out during the quarter.
  • HC Financial Advisors sold 9,520 TCW Strategic Income Fund shares in Q4 2020, an estimated $54K.
  • HC Financial Advisors first reported a position in TCW Strategic Income Fund in Q3 2020 and held it in 1 quarter.
  • HC Financial Advisors's TCW Strategic Income Fund position peaked at $54K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.