MPWT
PCI

MassMutual Private Wealth & Trust’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-2,000
Closed -$44.9K – 798
2014
Q3 		$44.9K Buy
+2,000
New +$46.1K 0.01% 376

Other funds holding PCI

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's PCI Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of PIMCO Dynamic Credit and Mortgage Income Fund (PCI) in Q4 2014, closing a stake of 2,000 shares — an estimated $44.9K sold.

MassMutual Private Wealth & Trust first reported a position in PCI in Q3 2014 and held it in 1 quarter. The position peaked at $44.9K in Q3 2014. 110 funds tracked by Wall St. Rank hold PCI as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining PIMCO Dynamic Credit and Mortgage Income Fund position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,000 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q4 2014, an estimated $44.9K.
  • MassMutual Private Wealth & Trust first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q3 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's PIMCO Dynamic Credit and Mortgage Income Fund position peaked at $44.9K in Q3 2014.
  • 110 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.