LWCFA
PCI

Loring Wolcott & Coolidge Fiduciary Advisors’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-6,900
Closed -$146K – 785
2021
Q3 		$146K Hold
6,900
– – ﹤0.01% 343
2021
Q2 		$154K Buy
+6,900
New +$156K ﹤0.01% 354
2021
Q1 		– Sell
-5,500
Closed -$117K – 763
2020
Q4 		$117K Hold
5,500
– – ﹤0.01% 326
2020
Q3 		$110K Hold
5,500
– – ﹤0.01% 313
2020
Q2 		$101K Hold
5,500
– – ﹤0.01% 306
2020
Q1 		$93K Hold
5,500
– – ﹤0.01% 302
2019
Q4 		$139K Buy
+5,500
New +$138K ﹤0.01% 306

Loring Wolcott & Coolidge Fiduciary Advisors's PCI Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2021, closing a stake of 6,900 shares — an estimated $146K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PCI in Q4 2019 and held it in 7 quarters. The position peaked at $154K in Q2 2021. 0 funds tracked by Wall St. Rank hold PCI as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 6,900 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2021, an estimated $146K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q4 2019 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $154K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.