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

Interactive 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
2021
Q4 		– Sell
-600
Closed -$3K – 179
2021
Q3 		$3K Hold
600
– – ﹤0.01% 167
2021
Q2 		$4K Hold
600
– – ﹤0.01% 166
2021
Q1 		$3K Hold
600
– – ﹤0.01% 160
2020
Q4 		$3K Buy
+600
New +$3.4K ﹤0.01% 157

Other funds holding TSI

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Interactive Financial Advisors's TSI Position: Q4 2021 in Review

Interactive Financial Advisors sold out of TCW Strategic Income Fund (TSI) in Q4 2021, closing a stake of 600 shares — an estimated $3K sold.

Interactive Financial Advisors first reported a position in TSI in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 60 funds tracked by Wall St. Rank hold TSI as of Q4 2021.

  • Interactive Financial Advisors reported no remaining TCW Strategic Income Fund position as of Q4 2021 after selling out during the quarter.
  • Interactive Financial Advisors sold 600 TCW Strategic Income Fund shares in Q4 2021, an estimated $3K.
  • Interactive Financial Advisors first reported a position in TCW Strategic Income Fund in Q4 2020 and held it in 4 quarters.
  • Interactive Financial Advisors's TCW Strategic Income Fund position peaked at $4K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2021.

Based on Interactive Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.