IFG
PCI

Independent Financial Group’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Independent Financial Group’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
2021
Q4 		– Sell
-14,652
Closed -$310K – 848
2021
Q3 		$310K Sell
14,652
-358
-2% -$7.89K 0.03% 519
2021
Q2 		$336K Buy
15,010
+187
+1% +$4.22K 0.04% 498
2021
Q1 		$330K Sell
14,823
-5,592
-27% -$121K 0.04% 441
2020
Q4 		$433K Buy
20,415
+3,145
+18% +$63.3K 0.06% 336
2020
Q3 		$347K Buy
+17,270
New +$330K 0.07% 319
2020
Q2 		– Sell
-12,732
Closed -$214K – 513
2020
Q1 		$214K Buy
+12,732
New +$295K 0.06% 321

Independent Financial Group's PCI Position: Q4 2021 in Review

Independent Financial Group sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 14,652 shares — an estimated $310K sold.

Independent Financial Group first reported a position in PCI in Q1 2020 and held it in 6 quarters. The position peaked at $433K in Q4 2020. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Independent Financial Group reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 14,652 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $310K.
  • Independent Financial Group first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2020 and held it in 6 quarters.
  • Independent Financial Group's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $433K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.