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Mariner Independent Advisor Network’s PIMCO Dynamic Income Fund PDI Stock Holding History

Mariner Independent Advisor Network’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$342K Buy
17,638
+45
+0.3% +$947 0.01% 514
2022
Q2 		$375K Buy
+17,593
New +$390K 0.02% 504

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Mariner Independent Advisor Network's PDI Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its PIMCO Dynamic Income Fund (PDI) stake by 0.26% in Q3 2022, buying an estimated $947 and bringing the position to 17,638 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #514.

Mariner Independent Advisor Network first reported a position in PDI in Q2 2022 and has held it in 2 quarters since. The position peaked at $375K in Q2 2022. 220 funds tracked by Wall St. Rank hold PDI as of Q3 2022.

  • Mariner Independent Advisor Network held 17,638 shares of PIMCO Dynamic Income Fund worth $342K as of Q3 2022.
  • Mariner Independent Advisor Network bought 45 PIMCO Dynamic Income Fund shares in Q3 2022, an estimated $947.
  • PIMCO Dynamic Income Fund made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #514 holding.
  • Mariner Independent Advisor Network first reported a position in PIMCO Dynamic Income Fund in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's PIMCO Dynamic Income Fund position peaked at $375K in Q2 2022.
  • 220 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.