Key Financial Inc’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-41
Closed -$1K 1019
2021
Q3
$1K Hold
41
﹤0.01% 907
2021
Q2
$1K Hold
41
﹤0.01% 850
2021
Q1
$1K Hold
41
﹤0.01% 761
2020
Q4
$1K Buy
+41
New +$825 ﹤0.01% 708
2020
Q2
Sell
-41
Closed -$1K 708
2020
Q1
$1K Buy
+41
New +$950 ﹤0.01% 673

Key Financial Inc's PCI Position: Q4 2021 in Review

Key Financial Inc sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 41 shares — an estimated $1K sold.

Key Financial Inc first reported a position in PCI in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Key Financial Inc reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Key Financial Inc sold 41 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $1K.
  • Key Financial Inc first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2020 and held it in 5 quarters.
  • Key Financial Inc's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $1K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.