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IHT Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-26,600
Closed -$138K – 640
2020
Q1 		$138K Buy
26,600
+2,300
+9% +$12.9K 0.02% 498
2019
Q4 		$140K Buy
24,300
+3,600
+17% +$20.8K 0.02% 588
2019
Q3 		$119K Buy
20,700
+2,700
+15% +$15.4K 0.02% 579
2019
Q2 		$103K Buy
+18,000
New +$100K 0.02% 522

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $79.5B AUM 27.1% 1-Year Est. Return

IHT Wealth Management's TSI Position: Q2 2020 in Review

IHT Wealth Management sold out of TCW Strategic Income Fund (TSI) in Q2 2020, closing a stake of 26,600 shares — an estimated $138K sold.

IHT Wealth Management first reported a position in TSI in Q2 2019 and held it in 4 quarters. The position peaked at $140K in Q4 2019. 65 funds tracked by Wall St. Rank hold TSI as of Q2 2020.

  • IHT Wealth Management reported no remaining TCW Strategic Income Fund position as of Q2 2020 after selling out during the quarter.
  • IHT Wealth Management sold 26,600 TCW Strategic Income Fund shares in Q2 2020, an estimated $138K.
  • IHT Wealth Management first reported a position in TCW Strategic Income Fund in Q2 2019 and held it in 4 quarters.
  • IHT Wealth Management's TCW Strategic Income Fund position peaked at $140K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.