KIG
TSI

Kovitz Investment Group’s TCW Strategic Income Fund TSI Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$1.02M Buy
+194,420
New +$1.03M 0.06% 77

Other funds holding TSI

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Kovitz Investment Group's TSI Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in TCW Strategic Income Fund (TSI) in Q4 2015: 194,420 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #77 among its holdings.

66 funds tracked by Wall St. Rank hold TSI as of Q4 2015.

  • Kovitz Investment Group held 194,420 shares of TCW Strategic Income Fund worth $1.02M as of Q4 2015.
  • TCW Strategic Income Fund was a new Kovitz Investment Group position in Q4 2015.
  • TCW Strategic Income Fund made up 0.06% of Kovitz Investment Group's portfolio in Q4 2015, its #77 holding.
  • 66 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.