LDFR
PCI

Lehman & Derafelo Financial Resources’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Lehman & Derafelo Financial Resources’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
2021
Q4 		– Sell
-81,557
Closed -$1.72M – 202
2021
Q3 		$1.72M Sell
81,557
-14,000
-15% -$308K 0.56% 30
2021
Q2 		$2.14M Sell
95,557
-250
-0.3% -$5.64K 0.58% 30
2021
Q1 		$2.13M Hold
95,807
– – 0.6% 30
2020
Q4 		$2.03M Hold
95,807
– – 0.61% 28
2020
Q3 		$1.92M Sell
95,807
-2,000
-2% -$38.2K 0.61% 28
2020
Q2 		$1.8M Hold
97,807
– – 0.63% 31
2020
Q1 		$1.65M Sell
97,807
-2,400
-2% -$55.6K 0.68% 28
2019
Q4 		$2.52M Hold
100,207
– – 0.91% 25
2019
Q3 		$2.45M Sell
100,207
-1
-0% -$24 0.94% 23
2019
Q2 		$2.43M Buy
100,208
+1
+0% +$24 0.99% 22
2019
Q1 		$2.35M Hold
100,207
– – 1.01% 22
2018
Q4 		$2.11M Buy
+100,207
New +$2.26M 1.05% 20

Lehman & Derafelo Financial Resources's PCI Position: Q4 2021 in Review

Lehman & Derafelo Financial Resources sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 81,557 shares — an estimated $1.72M sold.

Lehman & Derafelo Financial Resources first reported a position in PCI in Q4 2018 and held it in 12 quarters. The position peaked at $2.52M in Q4 2019. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Lehman & Derafelo Financial Resources reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 81,557 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $1.72M.
  • Lehman & Derafelo Financial Resources first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2018 and held it in 12 quarters.
  • Lehman & Derafelo Financial Resources's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $2.52M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2021, filed 11 Feb 2022.