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MBM Wealth Consultants’s PIMCO Strategic Income Fund RCS Stock Holding History

MBM Wealth Consultants’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,785
Closed -$57K – 274
2021
Q1 		$57K Buy
+7,785
New +$55.5K 0.03% 130

Other funds holding RCS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MBM Wealth Consultants's RCS Position: Q2 2021 in Review

MBM Wealth Consultants sold out of PIMCO Strategic Income Fund (RCS) in Q2 2021, closing a stake of 7,785 shares — an estimated $57K sold.

MBM Wealth Consultants first reported a position in RCS in Q1 2021 and held it in 1 quarter. The position peaked at $57K in Q1 2021. 56 funds tracked by Wall St. Rank hold RCS as of Q2 2021.

  • MBM Wealth Consultants reported no remaining PIMCO Strategic Income Fund position as of Q2 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 7,785 PIMCO Strategic Income Fund shares in Q2 2021, an estimated $57K.
  • MBM Wealth Consultants first reported a position in PIMCO Strategic Income Fund in Q1 2021 and held it in 1 quarter.
  • MBM Wealth Consultants's PIMCO Strategic Income Fund position peaked at $57K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q2 2021.

Based on MBM Wealth Consultants's 13F filing for Q2 2021, filed 13 Aug 2021.