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Ipswich Investment Management’s TCW Strategic Income Fund TSI Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-4,550
Closed -$24K – 364
2018
Q4 		$24K Buy
+4,550
New +$24.7K 0.01% 318

Other funds holding TSI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Ipswich Investment Management's TSI Position: Q1 2019 in Review

Ipswich Investment Management sold out of TCW Strategic Income Fund (TSI) in Q1 2019, closing a stake of 4,550 shares — an estimated $24K sold.

Ipswich Investment Management first reported a position in TSI in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 64 funds tracked by Wall St. Rank hold TSI as of Q1 2019.

  • Ipswich Investment Management reported no remaining TCW Strategic Income Fund position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 4,550 TCW Strategic Income Fund shares in Q1 2019, an estimated $24K.
  • Ipswich Investment Management first reported a position in TCW Strategic Income Fund in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's TCW Strategic Income Fund position peaked at $24K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.