LGWM
PCI

Litman Gregory Wealth Management’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Litman Gregory Wealth Management’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
-21,500
Closed -$454K – 83
2021
Q3 		$454K Buy
21,500
+21,019
+4,370% +$463K 0.09% 54
2021
Q2 		$481 Sell
481
-21,019
-98% -$474K 0.09% 52
2021
Q1 		$479K Sell
21,500
-1,260
-6% -$27.3K 0.09% 48
2020
Q4 		$483K Buy
22,760
+1,633
+8% +$32.8K 0.09% 48
2020
Q3 		$424K Sell
21,127
-2,133
-9% -$40.8K 0.09% 48
2020
Q2 		$429K Sell
23,260
-2,750
-11% -$49.2K 0.09% 47
2020
Q1 		$437K Sell
26,010
-4,072
-14% -$94.3K 0.11% 44
2019
Q4 		$758K Sell
30,082
-2,250
-7% -$56.5K 0.17% 35
2019
Q3 		$791K Sell
32,332
-2,500
-7% -$60.4K 0.19% 34
2019
Q2 		$832K Sell
34,832
-5,875
-14% -$140K 0.22% 34
2019
Q1 		$954K Sell
40,707
-16,025
-28% -$367K 0.26% 31
2018
Q4 		$1.19M Buy
+56,732
New +$1.28M 0.37% 29

Litman Gregory Wealth Management's PCI Position: Q4 2021 in Review

Litman Gregory Wealth Management sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 21,500 shares — an estimated $454K sold.

Litman Gregory Wealth Management first reported a position in PCI in Q4 2018 and held it in 12 quarters. The position peaked at $1.19M in Q4 2018. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Litman Gregory Wealth Management reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 21,500 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $454K.
  • Litman Gregory Wealth Management first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2018 and held it in 12 quarters.
  • Litman Gregory Wealth Management's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $1.19M in Q4 2018.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.