IHL
PCI

Investment House LLC’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Investment House LLC’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
2013
Q4 		– Sell
-16,000
Closed -$356K – 153
2013
Q3 		$356K Buy
+16,000
New +$348K 0.07% 118

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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Investment House LLC's PCI Position: Q4 2013 in Review

Investment House LLC sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2013, closing a stake of 16,000 shares — an estimated $356K sold.

Investment House LLC first reported a position in PCI in Q3 2013 and held it in 1 quarter. The position peaked at $356K in Q3 2013. 76 funds tracked by Wall St. Rank hold PCI as of Q4 2013.

  • Investment House LLC reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2013 after selling out during the quarter.
  • Investment House LLC sold 16,000 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2013, an estimated $356K.
  • Investment House LLC first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q3 2013 and held it in 1 quarter.
  • Investment House LLC's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $356K in Q3 2013.
  • 76 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2013.

Based on Investment House LLC's 13F filing for Q4 2013, filed 6 Feb 2014.